Financial ADVSR advisor directory · SEC adviser records
Diversified Portfolios, Inc. financial advisors in Bloomfield Hills, MI
Every SEC-registered investment adviser representative at a Diversified Portfolios, Inc. office in Bloomfield Hills, A to Z.
The short answer
9 registered advisors work at Diversified Portfolios, Inc. in Bloomfield Hills, out of 9 at the firm nationwide; it ranks number 11 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Diversified Portfolios, Inc. advisors in Bloomfield Hills, A to Z
Every Diversified Portfolios, Inc. advisor →- Catharine O. BetzigInvestment adviser rep
- Ryan P. ConnerCertified Financial Planner
- Daniel R. GoldbergChartered Financial Analyst
- Connor S. HughesCertified Financial Planner
- Thomas C. PostCertified Financial Planner
- Bradley M. SorensonInvestment adviser rep
- Noel D. VillajuanCertified Financial Planner
- Katharine P. WagnerCertified Financial Planner
- Ronald M. YollesChartered Financial Analyst
Diversified Portfolios, Inc. advisors in every city and state →Diversified Portfolios, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Bloomfield Hills
All Bloomfield Hills advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 164Morgan Stanley 75LPL Financial LLC 26Gregory J. Schwartz & Co., Inc. 22RBC Capital Markets, LLC 20Ameriprise Financial Services, LLC 18Fifth Third Securities, Inc. 17Raymond James & Associates, Inc. 16J.P. Morgan Securities LLC 11Deroy & Devereaux Private Investment Counsel, Inc. 10Mariner 8Stifel, Nicolaus & Company, Incorporated 8
Questions
How many financial advisors does Diversified Portfolios, Inc. have in Bloomfield Hills?
9 investment adviser representatives are registered at Diversified Portfolios, Inc. offices in Bloomfield Hills, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Diversified Portfolios, Inc. one of the largest advisor employers in Bloomfield Hills?
Diversified Portfolios, Inc. ranks number 11 in Bloomfield Hills by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 164.
How do I check a Diversified Portfolios, Inc. advisor in Bloomfield Hills?
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 Diversified Portfolios, Inc. 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.