Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Dexter, MI
Every SEC-registered investment adviser representative at a firm office in Dexter, with the firms that employ the most of them.
The short answer
19 registered advisors work in Dexter; the most are at Pearl Planning (5). 5 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Dexter
| Firm | Advisors in Dexter |
|---|---|
| Pearl Planning | 5 |
| Edward Jones news | 4 |
| State Farm Investment Management Corp. | 2 |
| Belle Eve Financial | 1 |
| Brookwood Investment Group | 1 |
| PNC Wealth Management LLC | 1 |
| Raymond James & Associates, Inc. news | 1 |
| Strategic Advisers LLC | 1 |
| Thrivent Investment Management Inc. | 1 |
| Tiaa-Cref Individual & Institutional Services, LLC | 1 |
| Xlm Capital Management | 1 |
Advisors in Dexter, A to Z
CFP advisors in Dexter →- Tiffany ApsitisState Farm Investment Management Corp.
- Bradley BiggsThrivent Investment Management Inc.
- Brian D. BonsallPNC Wealth Management LLC
- Nicholas A. BourBrookwood Investment Group
- Robert G. CesarioPearl Planning
- Dominic CriscuoloEdward Jones · Certified Financial Planner
- Michelle CrummBelle Eve Financial · Certified Financial Planner
- Michael L. FitzpatrickEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- David R. GalantEdward Jones
- Genevieve M. GuysPearl Planning
- Kevin P. JohnsonEdward Jones
- Alexa J. KanePearl Planning · Certified Financial Planner
- Craig L. McKeeXlm Capital Management
- Renee T. MietelskiStrategic Advisers LLC
- Jason P. NymarkRaymond James & Associates, Inc.
- Thomas J. PelhamState Farm Investment Management Corp.
- Stacy A. TalaricoTiaa-Cref Individual & Institutional Services, LLC
- Alec R. WaldmanPearl Planning
- Toni M. WanderPearl Planning · Certified Financial Planner
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 Dexter, MI?
19 investment adviser representatives are registered at firm offices in Dexter, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Dexter?
Pearl Planning, with 5 registered advisors in Dexter, followed by Edward Jones with 4.
How do I check a financial advisor in Dexter?
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.