Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Stevensville, MI

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

3 CFP professionals work in Stevensville; the most are at True Blue Financial, LLC (2). 3 are also registered broker representatives.

CFP advisors in Stevensville, A to Z

Every advisor in Stevensville →

Lucas M. BrownTrue Blue Financial, LLC · Certified Financial Planner
Victoria L. HoltTrue Blue Financial, LLC · Certified Financial Planner
Duane E. JankaHarbour Investments, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Stevensville

True Blue Financial, LLC 2 Harbour Investments, Inc. 1

CFP advisors in other Michigan cities

All of Michigan →

Grand Rapids 143 Troy 118 Ann Arbor 110 Southfield 96 Bloomfield Hills 62 Portage 53 Birmingham 48 Farmington Hills 47 Kalamazoo 41 Holland 36 Auburn Hills 35 Traverse City 35 Novi 34 Plymouth 28 Brighton 27 Livonia 25 Rochester 23 Grand Blanc 22 Lansing 22 Saginaw 22 East Lansing 19 Midland 18 Northville 18 Marquette 17

Questions

How many CFP financial advisors are in Stevensville, MI?

3 SEC-registered investment adviser representatives at firm offices in Stevensville, Michigan list the CFP designation; True Blue Financial, LLC employs the most of them (2).

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 Stevensville?

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.