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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Grand Blanc, MI

Every SEC-registered financial advisor at a firm office in Grand Blanc who lists the Chartered Financial Analyst designation, A to Z.

4 CFA charterholders work in Grand Blanc; the most are at Mainstay Capital Management, LLC (2). 0 are also registered broker representatives.

CFA advisors in Grand Blanc, A to Z

Every advisor in Grand Blanc →
  • Jason M. BestMainstay Capital Management, LLC · Chartered Financial Analyst
  • Kenneth R. Duetsch IISavant Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Patrick J. RiceMainstay Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Stephen M. SchiestelSavant Wealth Management · Chartered Financial Analyst

Firms with the most CFA charterholders in Grand Blanc

Mainstay Capital Management, LLC 2Savant Wealth Management 2

CFA advisors in other Michigan cities

All of Michigan →

Bloomfield Hills 25Grand Rapids 22Birmingham 14Portage 14Southfield 14Troy 12Ann Arbor 10Detroit 7Traverse City 7Holland 5Northville 5Novi 5Plymouth 5Farmington Hills 4Kalamazoo 4Ada 3Caledonia 3Grosse Pointe Farms 3Rochester 3Royal Oak 3

Questions

How many CFA financial advisors are in Grand Blanc, MI?

4 SEC-registered investment adviser representatives at firm offices in Grand Blanc, Michigan list the CFA designation; Mainstay Capital Management, LLC 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 Grand Blanc?

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.