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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mount Pleasant, MI

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

13 registered advisors work in Mount Pleasant; the most are at Edward Jones (3). 3 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Mount Pleasant

FirmAdvisors in Mount Pleasant
Edward Jones news3
Independent Advisor Alliance, LLC2
Raymond James Financial Services Advisors, Inc. news2
Belpointe Asset Management LLC1
Equitable Advisors, LLC news1
LPL Financial LLC news1
Mwa Financial Services Inc.1
Strategic Advisers LLC1
The Strategic Financial Alliance, Inc.1

Advisors in Mount Pleasant, A to Z

CFP advisors in Mount Pleasant →

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 Mount Pleasant, MI?

13 investment adviser representatives are registered at firm offices in Mount Pleasant, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Mount Pleasant?

Edward Jones, with 3 registered advisors in Mount Pleasant, followed by Independent Advisor Alliance, LLC with 2.

How do I check a financial advisor in Mount Pleasant?

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.