Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3845 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningDivorce PlanningSpecial Needs PlanningInvestment Management
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Advisor Information

Office location

524 Mosher Street, Suite 100, Mt Pleasant, MI, 48858

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Abbey is an independent insurance agent for various independent insurance companies since 2017. She is also an advisory representative of a Registered Investment Advisor (RIA), spends minimal time as Operating Manager and Board Member of Britt-ABS LLC, and volunteers as a board member for Isabella County Child Advocacy Center.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2017 - Present · 8 yrs 1 mo
Cambridge Investment Research, INC.Broker
December 2017 - Present · 8 yrs 1 mo
Previous Registrations
Sii Investments, INC.
May 2015 - November 2017 · 2 yrs 6 mos
Sii Investments, INC.Broker
May 2015 - November 2017 · 2 yrs 6 mos
Edward Jones Broker
July 2013 - September 2013 · 2 mos
State Registrations2 states
MIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.