Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

White Pine Investment Co. financial advisors in Livonia, MI

Every SEC-registered investment adviser representative at a White Pine Investment Co. office in Livonia, A to Z.

The short answer

3 registered advisors work at White Pine Investment Co. in Livonia, out of 3 at the firm nationwide; it ranks number 12 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

White Pine Investment Co. advisors in Livonia, A to Z

Every White Pine Investment Co. advisor →

White Pine Investment Co. advisors in every city and state →White Pine Investment Co.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Livonia

All Livonia advisors →

LPL Financial LLC 24Edward Jones 9Osaic Wealth, Inc. 8Ameriprise Financial Services, LLC 5Cetera Investment Advisers LLC 4J.P. Morgan Securities LLC 4Citizens Securities, Inc. 3Cnd Financial 3Kidd Financial Planning, LLC. 3Raymond James Financial Services Advisors, Inc. 3Thrivent Investment Management Inc. 3

Questions

How many financial advisors does White Pine Investment Co. have in Livonia?

3 investment adviser representatives are registered at White Pine Investment Co. offices in Livonia, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is White Pine Investment Co. one of the largest advisor employers in Livonia?

White Pine Investment Co. ranks number 12 in Livonia by registered advisors; LPL Financial LLC has the most, with 24.

How do I check a White Pine Investment Co. advisor in Livonia?

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 White Pine Investment Co. 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.