Get to Know Our Investment Services Team
Designing your financial blueprint
Our investment philosophy revolves around managing expectations and behavior that will work toward reaching your financial goals. To do so, we offer customized advisory portfolios, comprehensive investment strategies and ongoing discussions that build a solid financial foundation from which to grow.
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Meet Our Investment Team
Brad Rowe
Financial Advisor
Find Brad at:
- 54th Street Office
- Gaines Office
- Breton Village Office
- Walker Office
- Cascade Office
- Grandville Office
- Plainfield Office
Joshua Ruggles
Financial Advisor
Find Joshua at:
- Centre Office
- Milham Office
- Mattawan Office
- Lawton Office**
- Woods Lake Office
- Milwood Office
- Corner@Drake Office
- Downtown Office
*Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
**Appointment only
***The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state
