Financial Advisors

The State Wealth Financial Advisor Team

Find a financial advisor at the State Bank

When you partner with The State Wealth Financial Advisor Team, you can gain more confidence in your financial situation, because you have a true financial partner at your side. Having that trust and shared vision makes all the difference in getting you on the right path to pursue your financial goals. 

The State Wealth Financial Advisor Team

Client Service Associate, Program Manager
Financial Advisor
Phone: (810) 714-3978
Text: (810) 425-1879
Fax: (810) 714-1164

Financial Consultant
Phone: (989) 865-9945
Text: (810) 339-8191
Fax: (810) 714-3963

Financial Advisor
Phone: (810) 593-5567
Text: (810) 505-5656
Fax: (810) 593-5567

headshot of Linda Weinberg

Linda Weinberg

Client Service Associate
Phone: (810) 714-1090
Fax: (810) 714-1090

A financial advisory practice of Ameriprise Financial Services, LLC.

Not FDIC or NCUA Insured

No Financial Institution Guarantee

May Lose Value

We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.


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