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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Grand Rapid, MI

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

The short answer

2 registered advisors work in Grand Rapid; the most are at Eagle Strategies LLC (1). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Grand Rapid

FirmAdvisors in Grand Rapid
Eagle Strategies LLC1
LPL Enterprise, LLC news1

Advisors in Grand Rapid, A to Z

Search all of Michigan →

Other cities in Michigan

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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 Rapid, MI?

2 investment adviser representatives are registered at firm offices in Grand Rapid, 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 Grand Rapid?

Eagle Strategies LLC, with 1 registered advisors in Grand Rapid, followed by LPL Enterprise, LLC with 1.

How do I check a financial advisor in Grand Rapid?

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.