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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Baltimore, MI

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

8 registered advisors work in New Baltimore; the most are at Bay Pointe Financial (3). 0 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in New Baltimore

FirmAdvisors in New Baltimore
Bay Pointe Financial3
Edward Jones news3
LPL Financial LLC news1
Spc1

Advisors in New Baltimore, A to Z

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Other cities in Michigan

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Grand Rapids 989Troy 795Ann Arbor 681Bloomfield Hills 639Southfield 497Birmingham 486Farmington Hills 416Traverse City 244Novi 212Holland 209Portage 197Kalamazoo 174Brighton 167Plymouth 165East Lansing 164Rochester 163Saginaw 155Ada 138Grand Blanc 127Auburn Hills 125Lansing 122Livonia 109Northville 109Midland 108

Questions

How many financial advisors are in New Baltimore, MI?

8 investment adviser representatives are registered at firm offices in New Baltimore, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in New Baltimore?

Bay Pointe Financial, with 3 registered advisors in New Baltimore, followed by Edward Jones with 3.

How do I check a financial advisor in New Baltimore?

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.