Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 56,885CFPs10,996 CFAs, 12,688 ChFCs
From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
9 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Ashton T. AndersonJenison, MI | Straight Path Wealth Management | Adviser only | – | Atlas | 2026 |
| 2Matthew B. BoersenJenison, MI | Straight Path Wealth Management | Adviser only | CFP | Atlas | 2010 |
| 3Victoria J. BuffumJenison, MI | Straight Path Wealth Management | Adviser only | – | Atlas | 2025 |
| 4Samuel J. GenzinkJenison, MI | Straight Path Wealth Management | Adviser only | – | Atlas | 2025 |
| 5Jaycob J. KeuningJenison, MI | Straight Path Wealth Management | Adviser only | – | Atlas | 2019 |
| 6David A. LutzJenison, MI | Straight Path Wealth Management | Adviser only | – | Atlas | 2025 |
| 7Madelyn K. RozeboomJenison, MI | Straight Path Wealth Management | Adviser only | CFP | Atlas | 2022 |
| 8Joshua L. WaltherJenison, MI | Straight Path Wealth Management | Adviser only | CFP | Atlas | 2025 |
| 9Kenneth J. WelchJenison, MI | Straight Path Wealth Management | Adviser only | – | Atlas | 2025 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.