Financial ADVSR advisor directory · SEC adviser records
&Partners financial advisors in Ann Arbor, MI
Every SEC-registered investment adviser representative at a &Partners office in Ann Arbor, A to Z.
5 registered advisors work at &Partners in Ann Arbor, out of 539 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
&Partners advisors in Ann Arbor, A to Z
Every &Partners advisor →- Michael R. EpplerCertified Financial Planner · Also a broker rep
- Robert EpplerAlso a broker rep
- Ronald W. EpplerAlso a broker rep
- Peter J. LenartAlso a broker rep
- Neil A. WeissmanAlso a broker rep
&Partners advisors in every city and state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →
&Partners advisors in other cities
Clayton, MO 198Nashville, TN 83Davidson, NC 6Fayetteville, AR 6Florham Park, NJ 6Saint Louis, MO 6Sumter, SC 6Northbrook, IL 5Tyler, TX 5Aiken, SC 4Albany, NY 4Arlington Heights, IL 4Bellevue, WA 4Charlottesville, VA 4Naperville, IL 4
Other firms in Ann Arbor
All Ann Arbor advisors →Spc 191Hantz Financial Services, Inc. 54Concorde Asset Management, LLC 36Merrill Lynch, Pierce, Fenner & Smith Incorporated 28Strategic Advisers LLC 22Ameriprise Financial Services, LLC 21Edward Jones 18LPL Financial LLC 17Retirement Income Solutions, Inc. 16Morgan Stanley 13Wells Fargo Clearing Services, LLC 13Tiaa-Cref Individual & Institutional Services, LLC 12
Questions
How many financial advisors does &Partners have in Ann Arbor?
5 investment adviser representatives are registered at &Partners offices in Ann Arbor, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 539 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Is &Partners one of the largest advisor employers in Ann Arbor?
&Partners ranks number 24 in Ann Arbor by registered advisors; Spc has the most, with 191.
How do I check a &Partners advisor in Ann Arbor?
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 &Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.