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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oak Park, MI

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

4 registered advisors work in Oak Park; the most are at Ameriprise Financial Services, LLC (1). 1 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Oak Park

FirmAdvisors in Oak Park
Ameriprise Financial Services, LLC news1
Efficient Planning Solutions LLC1
Osaic Wealth, Inc. news1
Strategic Advisers LLC1

Advisors in Oak Park, A to Z

CFP advisors in Oak Park →

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 Oak Park, MI?

4 investment adviser representatives are registered at firm offices in Oak Park, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Oak Park?

Ameriprise Financial Services, LLC, with 1 registered advisors in Oak Park, followed by Efficient Planning Solutions LLC with 1.

How do I check a financial advisor in Oak Park?

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.