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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Charlevoix, MI

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

The short answer

7 registered advisors work in Charlevoix; the most are at Edward Jones (3). 4 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Charlevoix

FirmAdvisors in Charlevoix
Edward Jones news3
Ae Wealth Management, LLC1
LPL Financial LLC news1
Osaic Wealth, Inc. news1
Trunorth Capital Management, LLC1

Advisors in Charlevoix, A to Z

CFP advisors in Charlevoix →

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 Charlevoix, MI?

7 investment adviser representatives are registered at firm offices in Charlevoix, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Charlevoix?

Edward Jones, with 3 registered advisors in Charlevoix, followed by Ae Wealth Management, LLC with 1.

How do I check a financial advisor in Charlevoix?

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.