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Name Branches Covered Contact
Vice President, Manager
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Bonita Springs, Collier, Gulf Shores, Immokalee
LPL Financial Advisor
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84th, 68th, Kentwood, Wyoming, Hudsonville & Metro
LPL Financial Advisor
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Alpine, Lake Michigan Drive, Northland Drive, Plainfield
LPL Financial Advisor
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Farmington Hills, Gull Road, Livonia, Portage, Saginaw, School Craft, West Main, Westnedge, White Lake, Troy
LPL Financial Advisor
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Cascade, East Paris, Jenison, Leonard
LPL Financial Advisor
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28th St, Broadmoor, East Paris, GRCC, Knapp's Corner, Lowell, Mercy Health-St. Mary's, South Division, Sparks Drive
LPL Financial Advisor
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Grand Haven, Holland 8th, Holland West, Ravenna, Norton Shores

Investment Assistants

Name Branches Covered Contact
Investment Office Coordinator
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Investment Sales Assistant
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Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value

Lake Michigan Credit Union and MaxWealth Management – Located at Lake Michigan Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Colorado, Florida, Ohio, Iowa, Pennsylvania, Kansas, California, Indiana, Michigan