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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-07-2017
- Office Locations
- 4
Office Locations
About FSA Advisors, Inc.
Financial Services of America Advisors is a Michigan-based wealth management and financial planning firm that takes a full-service view of clients’ financial picture. Advisors support wealth-building, retirement preparation, and retirement-asset preservation, with planning around estate, tax, insurance, and business succession needs. Portfolios commonly use ETFs and mutual funds across asset allocation and fixed income. Custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NICHOLAS ANDREW SHAHEEN
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5675773
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Richard Vernon Aubuchon
Client Relationship Advisor
- CRD
- #8009236
Sean Kenneth Beckerman
Financial Advisor
- CRD
- #6680163
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $570,533,981 | $130,021 |
| Non-Discretionary | $2,847,205 | $158,178 |
| Total | $573,381,186 | $130,136 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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