Equitable Advisors
42yrs
Top advisor by experience in Grosse Pointe Woods
11yrs
Based in Grosse Pointe Woods, Michigan, John Herbert is a fiduciary financial advisor with 11 years of industry experience. John joined Bowline Financial in 2020, after three years at MML Investors Services and two years at Equitable Advisors. John holds the CFP® designation.
One of 20 advisors with offices in Grosse Pointe Woods, and one of 17 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office20916 Mack Ave. Suite 200, Grosse Pointe Woods, MI 48236
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$341,196
Advisors at the firm2
States licensed ?1 state
Services through Bowline Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowBowline Financial, LLCCurrent firm
- 2018 – 2020MML Investors Services, LLCPreviously
- 2016 – 2018Equitable Advisors, LLCPreviously
Contact John
(248) 327-6390Bowline Financial main office 20916 Mack Ave. Suite 200Grosse Pointe Woods, MI 48236Office · Get directions Firm websitewww.bowlinefinancial.com
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Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Bowline Financial at (248) 327-6390 and ask for John Herbert. John works from the Grosse Pointe Woods, MI office.
How long has John been a financial advisor?
John has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Bowline Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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