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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Kalamazoo, MI

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

4 CFA charterholders work in Kalamazoo; the most are at Breakwater Capital (1). 0 are also registered broker representatives.

CFA advisors in Kalamazoo, A to Z

Every advisor in Kalamazoo →

Firms with the most CFA charterholders in Kalamazoo

Breakwater Capital 1Clear Ridge Wealth Management, LLC 1F L Putnam Investment Management Co. 1Long Road Investment Counsel, LLC 1

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 4Grand Blanc 4Ada 3Caledonia 3Grosse Pointe Farms 3Rochester 3Royal Oak 3

Questions

How many CFA financial advisors are in Kalamazoo, MI?

4 SEC-registered investment adviser representatives at firm offices in Kalamazoo, Michigan list the CFA designation; Breakwater Capital employs the most of them (1).

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 Kalamazoo?

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.