Financial ADVSR advisor directory · SEC adviser records
Simplicity Wealth financial advisors in Grand Rapids, MI
Every SEC-registered investment adviser representative at a Simplicity Wealth office in Grand Rapids, A to Z.
3 registered advisors work at Simplicity Wealth in Grand Rapids, out of 237 at the firm nationwide; it ranks number 61 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Simplicity Wealth advisors in Grand Rapids, A to Z
Every Simplicity Wealth advisor →- Curtis T. CottleInvestment adviser rep
- Ian J. GrohmanInvestment adviser rep
- Benjamin J. SmithInvestment adviser rep
Simplicity Wealth advisors in every city and state →Simplicity Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Simplicity Wealth advisors in other cities
Summit, NJ 112Denver, CO 15San Diego, CA 8Lincolnshire, IL 3Scottsdale, AZ 3Berkeley Heights, NJ 2Chardon, OH 2Charlotte, NC 2Clearwater, FL 2Houston, TX 2Indianapolis, IN 2Logan, UT 2Nashua, NH 2Ocala, FL 2Phoenix, AZ 2
Other firms in Grand Rapids
All Grand Rapids advisors →LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Morgan Stanley 51Ameriprise Financial Services, LLC 44Edward Jones 39Wells Fargo Clearing Services, LLC 33Robert W. Baird & Co. Incorporated 32Centennial Securities Company, Inc. 30Fiduciary Financial Advisors 29Raymond James & Associates, Inc. 28J.P. Morgan Securities LLC 24Strategic Advisers LLC 24
Questions
How many financial advisors does Simplicity Wealth have in Grand Rapids?
3 investment adviser representatives are registered at Simplicity Wealth offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 237 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Simplicity Wealth one of the largest advisor employers in Grand Rapids?
Simplicity Wealth ranks number 61 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 66.
How do I check a Simplicity Wealth 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 Simplicity Wealth 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.