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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Royal Oak, MI

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

3 CFA charterholders work in Royal Oak; the most are at Bernard Wealth Management Corp. (1). 0 are also registered broker representatives.

CFA advisors in Royal Oak, A to Z

Every advisor in Royal Oak →
  • Kenneth M. BernardBernard Wealth Management Corp. · Chartered Financial Analyst
  • Steven F. ShepichLaffer Tengler Investments, Inc. · Chartered Financial Analyst
  • Anthony R. WatsonThrive Retirement Specialists · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Royal Oak

Bernard Wealth Management Corp. 1Laffer Tengler Investments, Inc. 1Thrive Retirement Specialists 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 4Kalamazoo 4Ada 3Caledonia 3Grosse Pointe Farms 3Rochester 3

Questions

How many CFA financial advisors are in Royal Oak, MI?

3 SEC-registered investment adviser representatives at firm offices in Royal Oak, Michigan list the CFA designation; Bernard Wealth Management Corp. 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 Royal Oak?

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.