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Financial ADVSR advisor directory · SEC adviser records

Straightline financial advisors in Michigan

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

9 registered advisors work at Straightline in Michigan, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Troy (8). 2 list the CFP designation and 0 are also registered broker representatives.

Straightline advisors by city in Michigan

Every firm in Michigan →

Troy 8East Lansing 1

Straightline advisors in Michigan, A to Z

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Straightline advisors in every state →Straightline: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Straightline financial advisors are in Michigan?

9 investment adviser representatives are registered at Straightline offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Michigan does Straightline have the most advisors?

Troy, with 8, then East Lansing (1). Straightline has advisors in 2 cities in Michigan.

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