Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Holland, MI
Every SEC-registered financial advisor at a firm office in Holland who lists the Chartered Financial Analyst designation, A to Z.
5 CFA charterholders work in Holland; the most are at Advisory Alpha, LLC (3). 0 are also registered broker representatives.
CFA advisors in Holland, A to Z
Every advisor in Holland →- Ryan M. GormanWest Michigan Advisors · Chartered Financial Analyst
- Eric J. GritterClearview Capital · Certified Financial Planner, Chartered Financial Analyst
- Nicholas H. HeinrichAdvisory Alpha, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jonathan E. LohrAdvisory Alpha, LLC · Chartered Financial Analyst
- Steve M. Osterink Jr.Advisory Alpha, LLC · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFA charterholders in Holland
Advisory Alpha, LLC 3Clearview Capital 1West Michigan Advisors 1
CFA advisors in other Michigan cities
All of Michigan →Bloomfield Hills 25Grand Rapids 22Birmingham 14Portage 14Southfield 14Troy 12Ann Arbor 10Detroit 7Traverse City 7Northville 5Novi 5Plymouth 5Farmington Hills 4Grand Blanc 4Kalamazoo 4Ada 3Caledonia 3Grosse Pointe Farms 3Rochester 3Royal Oak 3
Questions
How many CFA financial advisors are in Holland, MI?
5 SEC-registered investment adviser representatives at firm offices in Holland, Michigan list the CFA designation; Advisory Alpha, LLC employs the most of them (3).
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 Holland?
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.