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Financial ADVSR advisor directory · SEC adviser records

Valley Oak Investment Strategies LLC financial advisors in Kalamazoo, MI

Every SEC-registered investment adviser representative at a Valley Oak Investment Strategies LLC office in Kalamazoo, A to Z.

The short answer

3 registered advisors work at Valley Oak Investment Strategies LLC in Kalamazoo, out of 3 at the firm nationwide; it ranks number 22 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Valley Oak Investment Strategies LLC advisors in Kalamazoo, A to Z

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Other firms in Kalamazoo

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Ameriprise Financial Services, LLC 14Morgan Stanley 13Raymond James & Associates, Inc. 11Cambridge Investment Research Advisors, Inc. 9Edward Jones 9LPL Financial LLC 8Cws Financial Advisors LLC 7Kestra Advisory Services, LLC 7Fifth Third Securities, Inc. 6Harbour Investments, Inc. 6Equitable Advisors, LLC 5M Holdings Securities, Inc. 5

Questions

How many financial advisors does Valley Oak Investment Strategies LLC have in Kalamazoo?

3 investment adviser representatives are registered at Valley Oak Investment Strategies LLC offices in Kalamazoo, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Valley Oak Investment Strategies LLC one of the largest advisor employers in Kalamazoo?

Valley Oak Investment Strategies LLC ranks number 22 in Kalamazoo by registered advisors; Ameriprise Financial Services, LLC has the most, with 14.

How do I check a Valley Oak Investment Strategies LLC advisor in Kalamazoo?

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 Valley Oak Investment Strategies 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.