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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Southfield, MI

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

14 CFA charterholders work in Southfield; the most are at Plante Moran Financial Advisors (6). 3 are also registered broker representatives.

CFA advisors in Southfield, A to Z

Every advisor in Southfield →
  • Christopher N. ArmourStifel, Nicolaus & Company, Incorporated · Chartered Financial Analyst
  • Kevin O. BensonPlante Moran Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Nicholas P. BoguthCenter For Financial Planning Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Adam M. BrokaPlante Moran Financial Advisors · Chartered Financial Analyst
  • Luis A. CelyAdvance Capital Management Inc. · Chartered Financial Analyst
  • Trever M. HelmsteadFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Jeremy J. KedziorPlante Moran Financial Advisors · Chartered Financial Analyst
  • John J. LesserPlante Moran Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Steven A. LoneLPL Financial LLC · Chartered Financial Analyst
  • Gregory O. MackenzieAdvance Capital Management Inc. · Chartered Financial Analyst
  • Andrew NedeljkovicPlante Moran Financial Advisors · Chartered Financial Analyst
  • Casey M. VeachCaptrust · Certified Financial Planner, Chartered Financial Analyst
  • Vincent A. VitaleAdvance Capital Management Inc. · Chartered Financial Analyst
  • Armani A. ZoriPlante Moran Financial Advisors · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Southfield

Plante Moran Financial Advisors 6Advance Capital Management Inc. 3Captrust 1Center For Financial Planning Inc. 1Focus Partners Wealth, LLC 1LPL Financial LLC 1Stifel, Nicolaus & Company, Incorporated 1

CFA advisors in other Michigan cities

All of Michigan →

Bloomfield Hills 25Grand Rapids 22Birmingham 14Portage 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 Southfield, MI?

14 SEC-registered investment adviser representatives at firm offices in Southfield, Michigan list the CFA designation; Plante Moran Financial 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 Southfield?

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.