Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Ann Arbor, MI
Every SEC-registered financial advisor at a firm office in Ann Arbor who lists the Chartered Financial Analyst designation, A to Z.
10 CFA charterholders work in Ann Arbor; the most are at Lido (2). 2 are also registered broker representatives.
CFA advisors in Ann Arbor, A to Z
Every advisor in Ann Arbor →- Thomas E. Brussard Jr.Spc · Certified Financial Planner, Chartered Financial Analyst
- Megan E. FlynnRetirement Income Solutions, Inc. · Chartered Financial Analyst
- Steven M. GibsonRehmann Wealth · Chartered Financial Analyst
- Stanley J. LearmanArbor Investment Management · Chartered Financial Analyst
- Nikhil K. MajithiaVedanta Sentinel Investment Advisors · Certified Financial Planner, Chartered Financial Analyst
- David A. McNeelyDarden Wealth Group · Chartered Financial Analyst
- Kevin D. McVeighLido · Chartered Financial Analyst
- Robert D. OliverOliver Financial Planning LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael V. PisarczykMorgan Stanley · Chartered Financial Analyst
- Andrew D. StewartLido · Chartered Financial Analyst
Firms with the most CFA charterholders in Ann Arbor
Lido 2Arbor Investment Management 1Darden Wealth Group 1Morgan Stanley 1Oliver Financial Planning LLC 1Rehmann Wealth 1Retirement Income Solutions, Inc. 1Spc 1Vedanta Sentinel Investment Advisors 1
CFA advisors in other Michigan cities
All of Michigan →Bloomfield Hills 25Grand Rapids 22Birmingham 14Portage 14Southfield 14Troy 12Detroit 7Traverse City 7Holland 5Northville 5Novi 5Plymouth 5Farmington Hills 4Grand Blanc 4Kalamazoo 4Ada 3Caledonia 3Grosse Pointe Farms 3Rochester 3Royal Oak 3
Questions
How many CFA financial advisors are in Ann Arbor, MI?
10 SEC-registered investment adviser representatives at firm offices in Ann Arbor, Michigan list the CFA designation; Lido employs the most of them (2).
What is a CFA?
CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.
How do I check a CFA in Ann Arbor?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.