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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Ionia, MI

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

11 registered advisors work in Ionia; the most are at Edward Jones (5). 1 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Ionia

FirmAdvisors in Ionia
Edward Jones news5
LPL Financial LLC news2
Empower Advisory Group, LLC1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1

Advisors in Ionia, A to Z

CFP advisors in Ionia →

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 Ionia, MI?

11 investment adviser representatives are registered at firm offices in Ionia, 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 Ionia?

Edward Jones, with 5 registered advisors in Ionia, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Ionia?

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.