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Financial ADVSR advisor directory · SEC adviser records

Vertrix Wealth Management, LLC financial advisors in Michigan

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

5 registered advisors work at Vertrix Wealth Management, LLC in Michigan, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Troy (5). 0 list the CFP designation and 0 are also registered broker representatives.

Vertrix Wealth Management, LLC advisors by city in Michigan

Every firm in Michigan →

Troy 5

Vertrix Wealth Management, LLC advisors in Michigan, A to Z

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Vertrix Wealth Management, LLC advisors in every state →Vertrix Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Vertrix Wealth Management, LLC financial advisors are in Michigan?

5 investment adviser representatives are registered at Vertrix Wealth Management, LLC offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Michigan does Vertrix Wealth Management, LLC have the most advisors?

Troy, with 5. Vertrix Wealth Management, LLC has advisors in 1 city in Michigan.

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