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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Traverse City, MI

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

7 CFA charterholders work in Traverse City; the most are at Farther (2). 2 are also registered broker representatives.

CFA advisors in Traverse City, A to Z

Every advisor in Traverse City →
  • Matthew J. DesmondFarther · Chartered Financial Analyst
  • Erik J. FalconerFalconer Group · Certified Financial Planner, Chartered Financial Analyst
  • Zachary P. LiggettFarther · Chartered Financial Analyst
  • John C. O'ConnorCherry Tree Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Kurt A. RivardRobert W. Baird & Co. Incorporated · Chartered Financial Analyst
  • Jason P. TankFront Street Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Joseph D. WieskeAmeriprise Financial Services, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Traverse City

Farther 2Ameriprise Financial Services, LLC 1Cherry Tree Wealth Management, LLC 1Falconer Group 1Front Street Wealth Management 1Robert W. Baird & Co. Incorporated 1

CFA advisors in other Michigan cities

All of Michigan →

Bloomfield Hills 25Grand Rapids 22Birmingham 14Portage 14Southfield 14Troy 12Ann Arbor 10Detroit 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 Traverse City, MI?

7 SEC-registered investment adviser representatives at firm offices in Traverse City, Michigan list the CFA designation; Farther employs the most of them (2).

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 Traverse City?

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.