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Name Branches Covered Contact
Bonita Springs, Collier, Gulf Shores, Immokalee
LPL Financial Advisor
68th, 84th, Hudsonville, Kentwood, Metro, Wyoming
LPL Financial Advisor
Alpine, Lake Michigan Drive, Northland Drive, Plainfield
LPL Financial Advisor
Cascade, East Paris, Jenison, Leonard
LPL Financial Advisor
Grand Haven, Holland 8th, Holland West, Ravenna, Norton Shores

Investment Assistants

Name Branches Covered Contact
Investment Office Coordinator

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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 affliaties. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

  • 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