Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Marshall, MI
Every SEC-registered investment adviser representative at a firm office in Marshall, with the firms that employ the most of them.
The short answer
16 registered advisors work in Marshall; the most are at Edward Jones (5). 4 list the CFP designation and 10 are also registered broker representatives.
Firms with the most advisors in Marshall
Advisors in Marshall, A to Z
CFP advisors in Marshall →- William D. AnnisThrivent Investment Management Inc.
- Todd D. CandelariaWealth Ease Wealth Management
- Taylor O. GibsonEdward Jones
- Robert B. HurdOsaic Wealth, Inc. · Chartered Financial Consultant
- Jennifer L. Hurd-BeggOsaic Wealth, Inc.
- Mohamad HusseinEdward Jones
- Isaac LubbersMiller Financial Services LLC
- Chase M. McGillB. Riley Wealth Advisors, Inc.
- Joseph P. MillerMiller Financial Services LLC
- Kenneth MorgensaiEdward Jones · Certified Financial Planner
- Jason P. RapeljeEdward Jones
- Austin E. RinardWealth Ease Wealth Management · Certified Financial Planner
- Abram J. SoperEdward Jones · Certified Financial Planner
- Grant TesnohlidekMiller Financial Services LLC
- Gary A. TherrianAmeriprise Financial Services, LLC
- Alex G. WhiteMiller Financial Services LLC · Certified Financial Planner
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 Marshall, MI?
16 investment adviser representatives are registered at firm offices in Marshall, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Marshall?
Edward Jones, with 5 registered advisors in Marshall, followed by Miller Financial Services LLC with 4.
How do I check a financial advisor in Marshall?
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.