Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Grand Blanc, MI
Every SEC-registered financial advisor at a firm office in Grand Blanc who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Grand Blanc; the most are at Mainstay Capital Management, LLC (10). 7 are also registered broker representatives.
CFP advisors in Grand Blanc, A to Z
Every advisor in Grand Blanc →- Paul A. AustinMainstay Capital Management, LLC · Certified Financial Planner
- Anthony D. BagneschiMainstay Capital Management, LLC · Certified Financial Planner
- Nathan M. BilaSpc · Certified Financial Planner
- Scott C. BradyMainstay Capital Management, LLC · Certified Financial Planner
- Christopher J. DowdMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Kenneth R. Duetsch IISavant Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- James M. HuckMorgan Stanley · Certified Financial Planner
- Scott J. LadukeMainstay Capital Management, LLC · Certified Financial Planner
- John P. MacdonaldMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Robert D. MaxwellStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Noah C. MorganAcorn Wealth Advisors, LLC · Certified Financial Planner
- Benjamin D. OliverAcorn Wealth Advisors, LLC · Certified Financial Planner
- Debra A. PauldineAmeriprise Financial Services, LLC · Certified Financial Planner
- Brett E. QuayleQuayle Financial Group, LLC · Certified Financial Planner
- Hari K. RaoMainstay Capital Management, LLC · Certified Financial Planner
- Patrick J. RiceMainstay Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Anthony M. ShaiebMainstay Capital Management, LLC · Certified Financial Planner
- Dylan J. StewartMainstay Capital Management, LLC · Certified Financial Planner
- Todd P. TarantinoAcorn Wealth Advisors, LLC · Certified Financial Planner
- Thomas G. TownsendAmeriprise Financial Services, LLC · Certified Financial Planner
- Thomas D. WhitedMainstay Capital Management, LLC · Certified Financial Planner
- Donald J. WhittonMainstay Capital Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Grand Blanc
Mainstay Capital Management, LLC 10Acorn Wealth Advisors, LLC 3Ameriprise Financial Services, LLC 2Merrill Lynch, Pierce, Fenner & Smith Incorporated 2Morgan Stanley 1Quayle Financial Group, LLC 1Savant Wealth Management 1Spc 1Strategic Advisers LLC 1
CFP advisors in other Michigan cities
All of Michigan →Grand Rapids 143Troy 118Ann Arbor 110Southfield 96Bloomfield Hills 62Portage 53Birmingham 48Farmington Hills 47Kalamazoo 41Holland 36Auburn Hills 35Traverse City 35Novi 34Plymouth 28Brighton 27Livonia 25Rochester 23Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17Ada 15
Questions
How many CFP financial advisors are in Grand Blanc, MI?
22 SEC-registered investment adviser representatives at firm offices in Grand Blanc, Michigan list the CFP designation; Mainstay Capital Management, LLC employs the most of them (10).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Grand Blanc?
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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.