Financial ADVSR advisor directory · SEC adviser records
Planning Alternatives Ltd. financial advisors
Every SEC-registered investment adviser representative at Planning Alternatives Ltd., by the state and city of the office they work from.
9 registered advisors work at Planning Alternatives Ltd., in 3 states and 3 cities; the most are in Birmingham, MI (5). 6 list the CFP designation and 0 are also registered broker representatives.
Search every Planning Alternatives Ltd. advisor by name →Who joined and left Planning Alternatives Ltd. →Planning Alternatives Ltd.: assets, clients and custodians →
Cities with the most Planning Alternatives Ltd. advisors
Planning Alternatives Ltd. advisors by state
Questions
How many financial advisors does Planning Alternatives Ltd. have?
9 investment adviser representatives are registered with Planning Alternatives Ltd., according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 6 list the CFP designation and 0 are also registered as broker representatives.
Where does Planning Alternatives Ltd. have the most advisors?
Birmingham, MI, with 5 registered advisors, then Jackson, WY (2). By state, Michigan has the most, with 5.
How do I find a Planning Alternatives Ltd. financial advisor near me?
Pick your state below, then your city, to see every Planning Alternatives Ltd. advisor registered at an office there. Each one 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. An advisor registered at Planning Alternatives Ltd. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →