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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Avoca, MI

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

1 registered advisors work in Avoca; the most are at Lotv Planning & Consulting (1). 1 list the CFP designation and 0 are also registered broker representatives.

Firms with the most advisors in Avoca

FirmAdvisors in Avoca
Lotv Planning & Consulting1
Schwallier Wealth Management1

Advisors in Avoca, A to Z

CFP advisors in Avoca →

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 Avoca, MI?

1 investment adviser representatives are registered at firm offices in Avoca, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Avoca?

Lotv Planning & Consulting, with 1 registered advisors in Avoca, followed by Schwallier Wealth Management with 1.

How do I check a financial advisor in Avoca?

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.