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Financial ADVSR advisor directory · SEC adviser records

Schwallier Wealth Management financial advisors in Michigan

Every SEC-registered investment adviser representative at a Schwallier Wealth Management office in Michigan, by city and A to Z.

The short answer

3 registered advisors work at Schwallier Wealth Management in Michigan, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Grand Rapids (2). 2 list the CFP designation and 0 are also registered broker representatives.

Schwallier Wealth Management advisors by city in Michigan

Every firm in Michigan →

Grand Rapids 2Avoca 1

Schwallier Wealth Management advisors in Michigan, A to Z

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Questions

How many Schwallier Wealth Management financial advisors are in Michigan?

3 investment adviser representatives are registered at Schwallier Wealth Management offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Michigan does Schwallier Wealth Management have the most advisors?

Grand Rapids, with 2, then Avoca (1). Schwallier Wealth Management has advisors in 2 cities in Michigan.

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