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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kalamazoo, MI

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

174 registered advisors work in Kalamazoo; the most are at Ameriprise Financial Services, LLC (19). 0 list the CFP designation and 131 are also registered broker representatives.

Firms with the most advisors in Kalamazoo

FirmAdvisors in Kalamazoo
Ameriprise Financial Services, LLC news19
Morgan Stanley news13
LPL Financial LLC news12
Cambridge Investment Research Advisors, Inc. news11
Edward Jones news11
Raymond James & Associates, Inc. news11
Kestra Advisory Services, LLC news8
Cws Financial Advisors LLC7
Fifth Third Securities, Inc.6
Harbour Investments, Inc.6
Equitable Advisors, LLC news5
Osaic Wealth, Inc. news5
Gasaway Investment Advisors, Inc.4
M Holdings Securities, Inc.4
State Farm Investment Management Corp.4
Wolff Financial Management LLC4
Clear Ridge Wealth Management, LLC3
F L Putnam Investment Management Co.3
LPL Enterprise, LLC news3
Principal Securities, Inc.3
Trunorth Capital Management, LLC3
Valley Oak Investment Strategies LLC3
Breakwater Capital2
Cetera Investment Advisers LLC news2
Daus Financial Group, LLC2

Advisors in Kalamazoo, A to Z

Search all of Michigan →

Other cities in Michigan

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Grand Rapids 989Troy 795Ann Arbor 681Bloomfield Hills 639Southfield 497Birmingham 486Farmington Hills 416Traverse City 244Novi 212Holland 209Portage 197Brighton 167Plymouth 165East Lansing 164Rochester 163Saginaw 155Ada 138Grand Blanc 127Auburn Hills 125Lansing 122Livonia 109Northville 109Midland 108Okemos 94

Questions

How many financial advisors are in Kalamazoo, MI?

174 investment adviser representatives are registered at firm offices in Kalamazoo, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 131 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Kalamazoo?

Ameriprise Financial Services, LLC, with 19 registered advisors in Kalamazoo, followed by Morgan Stanley with 13.

How do I check a financial advisor in Kalamazoo?

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.