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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Okemos, MI

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

89 registered advisors work in Okemos; the most are at Hantz Financial Services, Inc. (25). 14 list the CFP designation and 62 are also registered broker representatives.

Firms with the most advisors in Okemos

FirmAdvisors in Okemos
Hantz Financial Services, Inc.25
Ameriprise Financial Services, LLC news12
Cornerstone Wealth Partners, LLC9
Financial Strategies Group, Inc.6
Stifel, Nicolaus & Company, Incorporated news5
Foguth Wealth Management, LLC.3
LPL Financial LLC news3
Osaic Wealth, Inc. news3
Spc3
Blasen Capital Markets Group, LLC2
Edward Jones news2
LPL Enterprise, LLC news2
State Farm Investment Management Corp.2
Cambridge Investment Research Advisors, Inc. news1
Cardinal Financial Consultants, LLC1
Civitas Financial LLC1
Creative Financial Designs, Inc.1
Financialmd, LLC1
J.P. Morgan Securities LLC news1
PNC Wealth Management LLC1
Ryzome Investment Advisors1
Steel Toe Wealth1
Stewards Wealth Planning, LLC1
Strategic Advisers LLC1
Sullivan Dunn Wealth Management1

Advisors in Okemos, A to Z

CFP advisors in Okemos →

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 Okemos, MI?

89 investment adviser representatives are registered at firm offices in Okemos, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 62 of them are also registered as broker representatives, and 14 list the CFP designation.

Which firm has the most financial advisors in Okemos?

Hantz Financial Services, Inc., with 25 registered advisors in Okemos, followed by Ameriprise Financial Services, LLC with 12.

How do I check a financial advisor in Okemos?

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.