Advisers on the Move

Hybrid adviser managing $140 million switches affiliation from FSC to LPL

Six-person Michigan Retirement Advisors is based in Bloomfield Hills

May 15, 2019 @ 1:56 pm

By InvestmentNews

Michigan Retirement Advisors, a hybrid adviser managing $140 million, has changed its broker-dealer affiliation from FSC Securities Corporation to LPL Financial. It is also moving its advisory business to LPL's registered investment adviser platform.

(More: See more adviser moves in InvestmentNews' Adviser on the Move database.)

The Bloomfield Hills, Mich.-based firm is led by Steve Case. Also making the change are advisers Evan Pawloski and Adam Weiner, as well as financial planner Ryan West, client manager Ashley Darga and specialist Pam Jankowski.


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