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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Alma, MI

Every SEC-registered investment adviser representative at a firm office in Alma, with the firms that employ the most of them.

The short answer

18 registered advisors work in Alma; the most are at Edward Jones (8). 2 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Alma

FirmAdvisors in Alma
Edward Jones news8
LPL Financial LLC news5
International Assets Investment Management, LLC2
Equitable Advisors, LLC news1
Osaic Wealth, Inc. news1
State Farm Investment Management Corp.1

Advisors in Alma, A to Z

CFP advisors in Alma →

Other cities in Michigan

All of Michigan →

Grand Rapids 951Troy 761Ann Arbor 649Bloomfield Hills 576Southfield 479Birmingham 453Farmington Hills 393Traverse City 230Holland 203Novi 200Portage 193Brighton 161Kalamazoo 159East Lansing 157Plymouth 154Rochester 153Saginaw 142Grand Blanc 124Auburn Hills 123Lansing 123Ada 121Midland 107Livonia 100Northville 99

Questions

How many financial advisors are in Alma, MI?

18 investment adviser representatives are registered at firm offices in Alma, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Alma?

Edward Jones, with 8 registered advisors in Alma, followed by LPL Financial LLC with 5.

How do I check a financial advisor in Alma?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.