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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Grand Ledge, MI

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

The short answer

18 registered advisors work in Grand Ledge; the most are at Rightoak Asset Management, LLC (5). 1 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Grand Ledge

FirmAdvisors in Grand Ledge
Rightoak Asset Management, LLC5
Edward Jones news4
Cambridge Investment Research Advisors, Inc. news3
Focus Partners Wealth, LLC2
Osaic Wealth, Inc. news1
State Farm Investment Management Corp.1
Tiaa-Cref Individual & Institutional Services, LLC1
Voya Retirement Advisors, LLC1

Advisors in Grand Ledge, A to Z

CFP advisors in Grand Ledge →

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 Grand Ledge, MI?

18 investment adviser representatives are registered at firm offices in Grand Ledge, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Grand Ledge?

Rightoak Asset Management, LLC, with 5 registered advisors in Grand Ledge, followed by Edward Jones with 4.

How do I check a financial advisor in Grand Ledge?

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.