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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Grand Rapids, MI

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

The short answer

21 CFA charterholders work in Grand Rapids; the most are at Npf Investment Advisors (6). 1 are also registered broker representatives.

CFA advisors in Grand Rapids, A to Z

Every advisor in Grand Rapids →

Firms with the most CFA charterholders in Grand Rapids

Npf Investment Advisors 6Red Cedar Investment Management 5Lafleur & Godfrey Private Wealth Management 2Bostwick Investment Consulting 1Brooktree Capital Management Inc. 1Cerity Partners LLC 1Financial Advisory Corporation 1Innovia Wealth, LLC 1Kroon & Mitchell Asset Management LLC 1Streamsong Advisors, LLC 1Voisard Asset Management Group 1

CFA advisors in other Michigan cities

All of Michigan →

Bloomfield Hills 25Birmingham 14Portage 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 Grand Rapids, MI?

21 SEC-registered investment adviser representatives at firm offices in Grand Rapids, Michigan list the CFA designation; Npf Investment Advisors employs the most of them (6).

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 Rapids?

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.