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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Macomb, MI

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

The short answer

31 registered advisors work in Macomb; the most are at Ameriprise Financial Services, LLC (5). 8 list the CFP designation and 27 are also registered broker representatives.

Firms with the most advisors in Macomb

FirmAdvisors in Macomb
Ameriprise Financial Services, LLC news5
Edward Jones news4
Fifth Third Securities, Inc.3
Cetera Investment Advisers LLC news2
J.P. Morgan Securities LLC news2
Thrivent Investment Management Inc.2
Brighton Jones LLC1
Ip Financial Advisory Services LLC1
LPL Financial LLC news1
Lifemark Securities Corp.1
Lifespan Financial Strategies, Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Retirement Plan Advisors, LLC1
Savvy1
Spc1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Transamerica Retirement Advisors, LLC1
UBS Financial Services Inc. news1

Advisors in Macomb, A to Z

CFP advisors in Macomb →

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 Macomb, MI?

31 investment adviser representatives are registered at firm offices in Macomb, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Macomb?

Ameriprise Financial Services, LLC, with 5 registered advisors in Macomb, followed by Edward Jones with 4.

How do I check a financial advisor in Macomb?

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.