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Financial ADVSR advisor directory · SEC adviser records

Grand Wealth Management, LLC financial advisors in Grand Rapids, MI

Every SEC-registered investment adviser representative at a Grand Wealth Management, LLC office in Grand Rapids, A to Z.

The short answer

7 registered advisors work at Grand Wealth Management, LLC in Grand Rapids, out of 7 at the firm nationwide; it ranks number 35 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Grand Wealth Management, LLC advisors in Grand Rapids, A to Z

Every Grand Wealth Management, LLC advisor →

Grand Wealth Management, LLC advisors in every city and state →Grand Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

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 Grand Wealth Management, LLC have in Grand Rapids?

7 investment adviser representatives are registered at Grand Wealth Management, LLC offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Grand Wealth Management, LLC one of the largest advisor employers in Grand Rapids?

Grand Wealth Management, LLC ranks number 35 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 64.

How do I check a Grand Wealth Management, LLC 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 Grand Wealth Management, LLC 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.