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Financial ADVSR advisor directory · SEC adviser records

Cetera Planning Partners financial advisors in Muskegon, MI

Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Muskegon, A to Z.

The short answer

3 registered advisors work at Cetera Planning Partners in Muskegon, out of 283 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Cetera Planning Partners advisors in Muskegon, A to Z

Every Cetera Planning Partners advisor →

Cetera Planning Partners advisors in every city and state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →

Cetera Planning Partners advisors in other cities

Leawood, KS 30Lafayette, LA 20Dubuque, IA 17Rapid City, SD 7Seven Fields, PA 7Indianapolis, IN 6Parsippany, NJ 6Algona, IA 5Houston, TX 5Dallas, TX 4Evansville, IN 4Honolulu, HI 4Louisville, KY 4Morgan City, LA 4Pella, IA 4

Other firms in Muskegon

All Muskegon advisors →

Raymond James & Associates, Inc. 11Edward Jones 10LPL Financial LLC 8Morgan Stanley 7UBS Financial Services Inc. 7Osaic Wealth, Inc. 5Lfn Advisors Inc. 4Braeburn Wealth Management, LLC 3State Farm Investment Management Corp. 3

Questions

How many financial advisors does Cetera Planning Partners have in Muskegon?

3 investment adviser representatives are registered at Cetera Planning Partners offices in Muskegon, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 283 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Cetera Planning Partners one of the largest advisor employers in Muskegon?

Cetera Planning Partners ranks number 9 in Muskegon by registered advisors; Raymond James & Associates, Inc. has the most, with 11.

How do I check a Cetera Planning Partners advisor in Muskegon?

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 Cetera Planning Partners 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.