Financial ADVSR advisor directory · SEC adviser records
Osaic Advisory Services, LLC financial advisors in Michigan
Every SEC-registered investment adviser representative at a Osaic Advisory Services, LLC office in Michigan, by city and A to Z.
The short answer
16 registered advisors work at Osaic Advisory Services, LLC in Michigan, out of 301 nationwide; it's the firm's number 4 state by advisors, and the most are in Bloomfield Hills (5). 8 list the CFP designation and 15 are also registered broker representatives.
Osaic Advisory Services, LLC advisors by city in Michigan
Every firm in Michigan →Bloomfield Hills 5West Bloomfield 3Holland 2Allen Park 1Ann Arbor 1Southfield 1Troy 1West Bloomfield, 1
Osaic Advisory Services, LLC advisors in Michigan, A to Z
Search by name →- Brett M. BollaertBloomfield Hills · Certified Financial Planner
- Matthew K. BrandWest Bloomfield
- Athena J. FelhandlerSouthfield
- Blake FortuneWest Bloomfield
- Gregg R. FortuneWest Bloomfield · Certified Financial Planner, Chartered Financial Consultant
- Fabrizio GiaconaTroy
- Maggie M. GuenterWest Bloomfield,
- Mark D. HeiseyAllen Park
- Aaron D. JensenAnn Arbor · Certified Financial Planner
- Jennifer L. JensenYpsilanti
- Steven W. MorseAnn Arbor · Certified Financial Planner
- Robert A. PearlTroy · Certified Financial Planner
- Daniel W. RauschHolland · Certified Financial Planner
- Jared P. RemeszBloomfield Hills · Certified Financial Planner
- Todd M. ShiversLakeport · Certified Financial Planner, Chartered Financial Consultant
- Andrew G. WillitByron Center
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Osaic Advisory Services, LLC in other states
Georgia 72California 22Idaho 19Ohio 14Washington 14Colorado 12Oregon 12Texas 12Florida 11Nebraska 11New York 11Arizona 7Kentucky 6New Jersey 6Alabama 5North Carolina 5Pennsylvania 5Virginia 5Connecticut 4Maryland 4Utah 4Wisconsin 4Kansas 3
Questions
How many Osaic Advisory Services, LLC financial advisors are in Michigan?
16 investment adviser representatives are registered at Osaic Advisory Services, LLC offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 301 at the firm nationwide. 8 list the CFP designation and 15 are also registered as broker representatives.
Where in Michigan does Osaic Advisory Services, LLC have the most advisors?
Bloomfield Hills, with 5, then West Bloomfield (3). Osaic Advisory Services, LLC has advisors in 8 cities in Michigan.
How do I check a Osaic Advisory Services, LLC advisor in Michigan?
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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.