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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lake Orion, MI

Every SEC-registered financial advisor at a firm office in Lake Orion who lists the Certified Financial Planner designation, A to Z.

4 CFP professionals work in Lake Orion; the most are at Ametrine Wealth (1). 3 are also registered broker representatives.

CFP advisors in Lake Orion, A to Z

Every advisor in Lake Orion →

Firms with the most CFP professionals in Lake Orion

Ametrine Wealth 1LPL Financial LLC 1Spc 1UBS Financial Services Inc. 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 23Grand Blanc 22Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17

Questions

How many CFP financial advisors are in Lake Orion, MI?

4 SEC-registered investment adviser representatives at firm offices in Lake Orion, Michigan list the CFP designation; Ametrine Wealth employs the most of them (1).

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 Lake Orion?

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.