Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Grand Rapids, MI
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Grand Rapids, A to Z.
The short answer
9 registered advisors work at Charles Schwab & Co., Inc. in Grand Rapids, out of 5,937 at the firm nationwide; it ranks number 29 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Grand Rapids, A to Z
Every Charles Schwab & Co., Inc. advisor →- Troy P. AllenAlso a broker rep
- Katherine M. BrandonAlso a broker rep
- Matthew J. BrandonAlso a broker rep
- Colin E. ByersAlso a broker rep
- Don W. GoetcheusCertified Financial Planner · Also a broker rep
- John D. ShubertAlso a broker rep
- Matthew J. Van HekkenAlso a broker rep
- Spencer VandevusseAlso a broker rep
- Christopher S. WrightAlso a broker rep
Charles Schwab & Co., Inc. advisors in every city and state →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →
Charles Schwab & Co., Inc. advisors in other cities
Westlake, TX 780Lone Tree, CO 469Phoenix, AZ 424Orlando, FL 214Omaha, NE 209Austin, TX 203Indianapolis, IN 158New York City, NY 92Chicago, IL 86San Francisco, CA 70Richfield, OH 68St Louis, MO 59Scottsdale, AZ 43San Diego, CA 41Los Angeles, CA 40
Other firms in Grand Rapids
All Grand Rapids advisors →LPL Financial LLC 64Morgan Stanley 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Ameriprise Financial Services, LLC 43Edward Jones 40Wells Fargo Clearing Services, LLC 34Robert W. Baird & Co. Incorporated 33Centennial Securities Company, Inc. 31Fiduciary Financial Advisors 31Raymond James & Associates, Inc. 27J.P. Morgan Securities LLC 23Stifel, Nicolaus & Company, Incorporated 21
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Grand Rapids?
9 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Grand Rapids?
Charles Schwab & Co., Inc. ranks number 29 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 64.
How do I check a Charles Schwab & Co., Inc. advisor in Grand Rapids?
Each advisor below links to a profile with their registrations, exams, designations 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 Charles Schwab & Co., Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.