Willis & Machnik Financial Services, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

Willis & Machnik Financial Services was founded in 1987 with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients to provide financial independence. Our company is based on the principle that education and understanding of your current financial situation are vital to making prudent decisions concerning your future financial condition successfully. 

Helping you Pursue Financial Success! 

408 W Michigan Ave, Jackson, MI 49201

517-784-5556

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Find Willis & Machnik Financial Services, LLC employees' phone numbers or email addresses

Willis & Machnik Financial Services, LLC Global Highlights

North America
7

United States Of America
7

Willis & Machnik Financial Services, LLC's Leadership

D. M.
Managing Partner
Mobile Phone
Email
J. S.
Director Of Client Relations
Mobile Phone
Email
K. S.
Client Relations And Operations Manager
Mobile Phone
Email
D. M.
Cfp®️; Wealth Management Advisor
Mobile Phone
Email
N. K.
Wealth Management Advisor & Enrolled Agent
Mobile Phone
Email

Contact profiles from Willis & Machnik Financial Services, LLC

Name

Title

Contact Info

Location

Last Update

D. M.
Managing Partner
Mobile Phone
Email
UNITED STATES
Apr 25, 2025
J. S.
Director Of Client Relations
Mobile Phone
Email
United StatesMichigan
Oct 20, 2025
K. S.
Client Relations And Operations Manager
Mobile Phone
Email
United StatesMichigan
Oct 18, 2024
D. M.
Cfp®️; Wealth Management Advisor
Mobile Phone
Email
United StatesMichigan
Sep 11, 2025
N. K.
Wealth Management Advisor & Enrolled Agent
Mobile Phone
Email
United StatesMichigan
Sep 11, 2025

Frequently Asked Questions

What is Willis & Machnik Financial Services, LLC known for?

Willis & Machnik Financial Services, LLC was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 408 W Michigan Ave, Jackson, Michigan 49201, US; you can contact the main corporate office by phone at

+1-517-784-****

. Explore Willis & Machnik Financial Services, LLC's company overview page for more information.

What is Willis & Machnik Financial Services, LLC's most common email format?

Willis & Machnik Financial Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Willis & Machnik Financial Services, LLC email formats with LeadIQ.

How many employees does Willis & Machnik Financial Services, LLC have currently?

Willis & Machnik Financial Services, LLC has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Willis & Machnik Financial Services, LLC's key employees and leadership?

As of December 2025, Willis & Machnik Financial Services, LLC's key employees include:

Managing Partner: D. M.
Director Of Client Relations: J. S.
Client Relations And Operations Manager: K. S.
Cfp®️; Wealth Management Advisor: D. M.
Wealth Management Advisor & Enrolled Agent: N. K.

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