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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Clarkston, MI

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

The short answer

80 registered advisors work in Clarkston; the most are at Verde Capital Management, Inc. (12). 11 list the CFP designation and 52 are also registered broker representatives.

Firms with the most advisors in Clarkston

FirmAdvisors in Clarkston
Verde Capital Management, Inc.12
LPL Financial LLC news9
Edward Jones news8
Captrust news5
J.P. Morgan Securities LLC news5
Ecos Wealth Advisors4
Osaic Wealth, Inc. news4
Raymond James & Associates, Inc. news4
Retiremitten Financial LLC4
Ameritas Advisory Services, LLC3
Prospera Financial Services, Inc.3
Daniel Krug & Associates2
Equitable Advisors, LLC news2
Foguth Wealth Management, LLC.2
Harbour Investments, Inc.2
Strategic Advisers LLC2
Cambridge Investment Research Advisors, Inc. news1
Core Planning1
Fifth Third Securities, Inc.1
Kestra Advisory Services, LLC news1
MML Investors Services, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Spc1
State Farm Investment Management Corp.1
Wealth Watch Advisors, Inc.1

Advisors in Clarkston, A to Z

CFP advisors in Clarkston →

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 Clarkston, MI?

80 investment adviser representatives are registered at firm offices in Clarkston, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 52 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Clarkston?

Verde Capital Management, Inc., with 12 registered advisors in Clarkston, followed by LPL Financial LLC with 9.

How do I check a financial advisor in Clarkston?

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.