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Financial ADVSR advisor directory · SEC adviser records

Planning Alternatives Ltd. financial advisors in Michigan

Every SEC-registered investment adviser representative at a Planning Alternatives Ltd. office in Michigan, by city and A to Z.

5 registered advisors work at Planning Alternatives Ltd. in Michigan, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Birmingham (5). 3 list the CFP designation and 0 are also registered broker representatives.

Planning Alternatives Ltd. advisors by city in Michigan

Every firm in Michigan →

Birmingham 5

Planning Alternatives Ltd. advisors in Michigan, A to Z

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Questions

How many Planning Alternatives Ltd. financial advisors are in Michigan?

5 investment adviser representatives are registered at Planning Alternatives Ltd. offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Michigan does Planning Alternatives Ltd. have the most advisors?

Birmingham, with 5. Planning Alternatives Ltd. has advisors in 1 city in Michigan.

How do I check a Planning Alternatives Ltd. 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 Planning Alternatives Ltd. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.