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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Portage, MI

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

14 CFA charterholders work in Portage; the most are at Zhang Financial (5). 0 are also registered broker representatives.

CFA advisors in Portage, A to Z

Every advisor in Portage →

Firms with the most CFA charterholders in Portage

Zhang Financial 5Lvm Capital Management Ltd. 4Docsa Capital Management, Inc. 2Plante Moran Financial Advisors 2Edelman Financial Engines 1

CFA advisors in other Michigan cities

All of Michigan →

Bloomfield Hills 25Grand Rapids 22Birmingham 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 Portage, MI?

14 SEC-registered investment adviser representatives at firm offices in Portage, Michigan list the CFA designation; Zhang Financial employs the most of them (5).

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 Portage?

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.