Bryan
Mclaughlin

Financial Services Of America Advisors

CRD#7006036
Investment Advisor
in Warren, MI

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About this Advisor

Bryan Mclaughlin is a financial advisor working in Warren, Michigan with a total of 5 years of relevant experience. Mclaughlin is on the advisory team at Financial Services Of America Advisors. Mclaughlin has gained experience at Fsa Advisors, Financial Services Of America and Woodward Insurance Group. Mclaughlin holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Michigan. Financial Services Of America Advisors is an advisory company that has its headquarters in Warren, MI. It controls $214 million in assets between its 1,455 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. Fees billed by Financial Services Of America Advisors likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

30500 Van Dyke Ave 8Th Floor
Warren, MI 48093

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Financial Services Of America Advisors Brokerage Details

Total Assets Under Management

$214,395,285

MI Average: $943,424,332
Total Number of Employees

23

MI Average: 21
Total Number of Accounts

1,455

MI Average: 1,586
Average Account Size

$147,351

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Bryan Mclaughlin Work History

Bryan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Fsa Advisors

2012 - Present (12 years)

Financial Services Of America

2012 - 2020 (8 years)

Woodward Insurance Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryan Mclaughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Services Of America Advisors

Joseph Klimowicz
Warren, MI
Bryan Mclaughlin
Warren, MI
Kylie Davidson
Warren, MI
Anthony Reckling
Warren, MI
Jacob Reeder
Warren, MI
Adam Grubius
Warren, MI
Nicholas Shaheen
Warren, MI
Robert La Voie
Warren, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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