Financial ADVSR advisor directory · SEC adviser records
&Partners financial advisors in Michigan
Every SEC-registered investment adviser representative at a &Partners office in Michigan, by city and A to Z.
6 registered advisors work at &Partners in Michigan, out of 494 nationwide; it's the firm's number 18 state by advisors, and the most are in Ann Arbor (5). 2 list the CFP designation and 6 are also registered broker representatives.
&Partners advisors by city in Michigan
Every firm in Michigan →&Partners advisors in Michigan, A to Z
Search by name →- Michael R. EpplerAnn Arbor · Certified Financial Planner
- Robert EpplerAnn Arbor
- Ronald W. EpplerAnn Arbor
- Peter J. LenartAnn Arbor
- Thomas J. ShelderElk Rapids · Certified Financial Planner
- Neil A. WeissmanAnn Arbor
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&Partners in other states
Missouri 163Tennessee 79New York 23Texas 23South Carolina 20Illinois 16Pennsylvania 15Florida 14Ohio 14Washington 14North Carolina 13Arkansas 10Minnesota 10Virginia 10New Jersey 9Indiana 8Kansas 7Colorado 5Georgia 5Maryland 5California 4Massachusetts 4Alaska 3Delaware 3
Questions
How many &Partners financial advisors are in Michigan?
6 investment adviser representatives are registered at &Partners offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 494 at the firm nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.
Where in Michigan does &Partners have the most advisors?
Ann Arbor, with 5, then Elk Rapids (1). &Partners has advisors in 2 cities in Michigan.
How do I check a &Partners 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 &Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.