Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Niles, MI
Every SEC-registered investment adviser representative at a firm office in Niles, with the firms that employ the most of them.
13 registered advisors work in Niles; the most are at Edward Jones (5). 0 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Niles
Advisors in Niles, A to Z
Search all of Michigan →- Rebecca S. BrownEdward Jones · Certified Financial Planner
- Jessica L. MasseyState Farm Investment Management Corp.
- Steven D. McClatcheyLPL Financial LLC
- Drew A. MikelLPL Financial LLC
- Jared D. MoxnessKorhorn Financial Group · Certified Financial Planner
- David E. NiesetAdvisor Share Wealth Management, LLC
- Jose A. OntiverosEdward Jones · Certified Financial Planner
- Jennifer R. SalmonEdward Jones · Certified Financial Planner
- Shane R. ShidlerEdward Jones · Certified Financial Planner
- Gregory A. SurberEdward Jones
- Kim D. WoodenHarbour Investments, Inc.
- Brad A. WoodsCambridge Investment Research Advisors, Inc.
- Anna C. ZlotnickiFifth Third Securities, Inc.
Other cities in Michigan
All of Michigan →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 Niles, MI?
13 investment adviser representatives are registered at firm offices in Niles, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Niles?
Edward Jones, with 5 registered advisors in Niles, followed by LPL Financial LLC with 2.
How do I check a financial advisor in Niles?
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.