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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lapeer, MI

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

20 registered advisors work in Lapeer; the most are at Edward Jones (6). 0 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Lapeer

FirmAdvisors in Lapeer
Edward Jones news6
Ameriprise Financial Services, LLC news4
Pfs Investments Inc.3
Cetera Investment Advisers LLC news1
Ip Financial Advisory Services LLC1
Kestra Advisory Services, LLC news1
Northwestern Mutual Investment Services, LLC1
PNC Wealth Management LLC1
State Farm Investment Management Corp.1
Stifel, Nicolaus & Company, Incorporated news1

Advisors in Lapeer, A to Z

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Other cities in Michigan

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Grand Rapids 989Troy 795Ann Arbor 681Bloomfield Hills 639Southfield 497Birmingham 486Farmington Hills 416Traverse City 244Novi 212Holland 209Portage 197Kalamazoo 174Brighton 167Plymouth 165East Lansing 164Rochester 163Saginaw 155Ada 138Grand Blanc 127Auburn Hills 125Lansing 122Livonia 109Northville 109Midland 108

Questions

How many financial advisors are in Lapeer, MI?

20 investment adviser representatives are registered at firm offices in Lapeer, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lapeer?

Edward Jones, with 6 registered advisors in Lapeer, followed by Ameriprise Financial Services, LLC with 4.

How do I check a financial advisor in Lapeer?

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.