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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Coloma, MI

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

The short answer

2 registered advisors work in Coloma; the most are at Edward Jones (1). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Coloma

FirmAdvisors in Coloma
Edward Jones news1
Guggenheim Investments1

Advisors in Coloma, A to Z

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Other cities in Michigan

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Grand Rapids 938Troy 748Ann Arbor 649Bloomfield Hills 600Southfield 484Birmingham 455Farmington Hills 391Traverse City 232Holland 203Novi 198Portage 184Kalamazoo 168Plymouth 161Brighton 160East Lansing 157Rochester 157Saginaw 148Ada 129Auburn Hills 124Grand Blanc 121Lansing 114Livonia 105Midland 105Northville 104

Questions

How many financial advisors are in Coloma, MI?

2 investment adviser representatives are registered at firm offices in Coloma, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Coloma?

Edward Jones, with 1 registered advisors in Coloma, followed by Guggenheim Investments with 1.

How do I check a financial advisor in Coloma?

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.