Spc

Firm record

As recorded in SEC IAPD

Firm CRD

110692

SEC number

801-20404

Firm type

RIA

Assets under management

$6.1B as of May 7, 2026

Website

www.tiktok.com/@axtella_ ↗

Phone

734-663-1611

Address

300 Parkland Plaza, Ann Arbor, MI, 48103

Advisors at this firm

371 in our index · page 5 of 8

• Gabriel George LogsdonCRD 5852220 · Temple, TX
  IA RegisteredBroker
• Steven Eugene LoveCRD 1209305 · Terre Haute, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Alan Conrad LuchayCRD 4342584 · Hanahan, SC
  IA RegisteredBroker
• Joseph Paul LucidoCRD 1350729 · Clinton Township, MI
  IA RegisteredBroker
• Bonnie Aldea LuternowCRD 4578330 · Clarkston, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Alex LeidalCRD 7813920 · Novi, MI
  IA RegisteredBroker
• Cameron James LeonardCRD 7909601 · Lebanon, PA
  IA RegisteredBroker
• Richard James LubeckiCRD 2151021 · Greensburg, PA
  IA RegisteredBroker
• Susan Joy Macfarland-HeltonCRD 2848244 · St. Thomas, VI
  IA RegisteredBroker
• Daniel Steven MaciverCRD 2948786 · Livonia, MI
  IA RegisteredBroker
• Bill J MannCRD 2694463 · Bryan, OH
  IA RegisteredBroker
• Mary Jane MarCRD 1302645 · Laguna Hills, CA
  IA RegisteredBroker
• Robert Allen MarkleyCRD 1874805 · Ann Arbor, MI
  IA RegisteredBroker
• Richard David MartinCRD 6879098 · Fridley, MN
  IA RegisteredBroker
• Julian MartinezCRD 4502943 · Miami, FL
  IA RegisteredBroker
• William Lister MastenCRD 2796244 · Pennsville, NJ
  IA RegisteredBroker
• David Marc MatlesCRD 2995484 · Orange, CA
  IA RegisteredBroker
• Anthony Joseph MattarCRD 323004 · Troy, MI
  IA RegisteredBroker
• Stephen Thomas MattarCRD 2319876 · Troy, MI
  IA RegisteredBroker
• Justin Douglas MccolaughCRD 3072075 · Loveland, OH
  IA RegisteredBroker
• Timothy John MccormackCRD 4338396 · Grosse Pointe Park, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Joseph McdonaldCRD 2837629 · Walled Lake, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Kent Robert McginnisCRD 1053518 · Quincy, IL
  IA RegisteredBroker
• Shirell Lefevre McneeCRD 2010763 · Kentwood, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Karen Bertine MeachamCRD 2730682 · Victoria, TX
  IA RegisteredBroker
• Mark William MikuckiCRD 2514311 · Trumbull, CT
  IA RegisteredBroker
• Charles Bruce MillikenCRD 1253815 · Farmington Hills, MI
  IA RegisteredBroker
• Eric James MirasCRD 6928863 · Ann Arbor, MI
  IA RegisteredBroker
• Carl Robert MorrisCRD 1951507 · Hudsonville, MI
  IA RegisteredBroker
• Paul Hong MoyCRD 850602 · Mount Prospect, IL
  IA RegisteredBroker
• Gregory MuellerCRD 6060859 · Florence, KY
  IA RegisteredBroker
• Robert Bowman MuellerCRD 1991038 · Florence, KY
  IA RegisteredBroker
• John Alfred MurphyCRD 1867803 · Plainfield, IN
  IA RegisteredBroker
• Max Henry MatlesCRD 7250020 · Orange, CA
  IA RegisteredBroker
• Christopher Connolly McnallyCRD 7736650 · New Albany, OH
  IA RegisteredBroker
• William Stephen MeachamCRD 4589414 · Victoria, TX
  IA RegisteredBroker
• Courtney Michelle MillerCRD 7856608 · Fishers, IN
  IA RegisteredBroker
• Joseph Derrick MoleCRD 6865710 · Lansing, MI
  IA RegisteredBroker
• Kaley Atkins MorganCRD 7645021 · San Antonio, TX
  IA RegisteredBroker
• Jeffrey Allen NicholsCRD 6240042 · Walnut Creek, CA
  IA RegisteredBroker
• Bud NicolCRD 2413791 · Indialantic, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Avishai NirCRD 2796511 · Sunrise, FL
  IA RegisteredBroker
• Kenneth James NuttCRD 1136601 · Sterling Heights, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Harvey Neil NuttallCRD 4802333 · Grand Rapids, MI
  IA RegisteredBroker
• Christopher Dale NewbauerCRD 7548277 · Knox, IN
  IA RegisteredBroker
• John Peter O'callaghanCRD 350626 · Mount Prospect, IL
  IA RegisteredBroker
• Kevin James O'dayCRD 1080867 · Mapleton, UT
  IA RegisteredBroker
• Kevin Christopher O'neillCRD 4464218 · Troy, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan Alan O'neillCRD 7379491 · Celina, OH
  IA RegisteredBroker
• Mark Alan OldenburgCRD 2101398 · Belmont, MI
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.