Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Birmingham, MI
Every SEC-registered financial advisor at a firm office in Birmingham who lists the Chartered Financial Analyst designation, A to Z.
14 CFA charterholders work in Birmingham; the most are at Arax Advisory Partners (2). 2 are also registered broker representatives.
CFA advisors in Birmingham, A to Z
Every advisor in Birmingham →- Jason S. CloseMotive Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Ashlee I. DesteigerGunder Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Edward O. EberleSeizert Capital Partners · Chartered Financial Analyst
- Timothy HannaPlanning Alternatives Ltd. · Chartered Financial Analyst
- Peter W. KennedyKennedy Investment Counsel LLC · Chartered Financial Analyst
- Thomas P. KennySeizert Capital Partners · Chartered Financial Analyst
- Keith J. KoerberUBS Financial Services Inc. · Chartered Financial Analyst
- Robert A. LasovageRda Financial Network · Chartered Financial Analyst
- Brian J. MackeyArax Advisory Partners · Chartered Financial Analyst
- Alex S. PaulFarther · Chartered Financial Analyst
- Ilirjan ShkurtiWhistle Stop Financial Advice · Chartered Financial Analyst
- Kenneth A. SmithCorient · Chartered Financial Analyst
- John E. SteinArax Advisory Partners · Chartered Financial Analyst
- Matthew J. WardCorient · Chartered Financial Analyst
Firms with the most CFA charterholders in Birmingham
Arax Advisory Partners 2Corient 2Seizert Capital Partners 2Farther 1Gunder Wealth Management, LLC 1Kennedy Investment Counsel LLC 1Motive Wealth Advisors, LLC 1Planning Alternatives Ltd. 1Rda Financial Network 1UBS Financial Services Inc. 1Whistle Stop Financial Advice 1
CFA advisors in other Michigan cities
All of Michigan →Bloomfield Hills 25Grand Rapids 22Portage 14Southfield 14Troy 12Ann Arbor 10Detroit 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 Birmingham, MI?
14 SEC-registered investment adviser representatives at firm offices in Birmingham, Michigan list the CFA designation; Arax Advisory Partners 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 Birmingham?
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.