Financial ADVSR advisor directory · SEC adviser records
Mariner financial advisors in Novi, MI
Every SEC-registered investment adviser representative at a Mariner office in Novi, A to Z.
7 registered advisors work at Mariner in Novi, out of 941 at the firm nationwide; it ranks number 9 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Mariner advisors in Novi, A to Z
Every Mariner advisor →- Christopher R. BaccellaChartered Financial Analyst
- Jeffrey D. BittnerCertified Financial Planner
- Teresa GerhardtCertified Financial Planner
- Mitchell C. KennedyCertified Financial Planner, Personal Financial Specialist
- Joseph D. LepkowskiCertified Financial Planner
- Maija M. RettelleInvestment adviser rep
- Marie E. SmithCertified Financial Planner
Mariner advisors in every city and state →Mariner: assets, clients and custodians →Mariner news and advisor moves →Advisor Moves: who changed firms this week →
Mariner advisors in other cities
Overland Park, KS 113New York, NY 48Cincinnati, OH 39Oakbrook Terrace, IL 27Los Angeles, CA 22Sarasota, FL 21Tulsa, OK 21Madison, NJ 19Manasquan, NJ 19Scottsdale, AZ 17Bellevue, WA 16Bloomington, MN 16Plano, TX 15Brentwood, MO 14Englewood, CO 14
Other firms in Novi
All Novi advisors →Ameriprise Financial Services, LLC 36Strategic Advisers LLC 21Valic Financial Advisors, Inc. 17Charles Schwab & Co., Inc. 13C2 Private Wealth 11The Nemes Rush Group, LLC 8Dahring | Cusmano And Associates 7LPL Financial LLC 7Richard W. Paul & Associates, LLC 7Edelman Financial Engines 6Pathworks Financial, Inc. 5Raymond James & Associates, Inc. 5
Questions
How many financial advisors does Mariner have in Novi?
7 investment adviser representatives are registered at Mariner offices in Novi, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 941 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Mariner one of the largest advisor employers in Novi?
Mariner ranks number 9 in Novi by registered advisors; Ameriprise Financial Services, LLC has the most, with 36.
How do I check a Mariner advisor in Novi?
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 Mariner 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.