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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Petoskey, MI

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

31 registered advisors work in Petoskey; the most are at Ameriprise Financial Services, LLC (4). 5 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Petoskey

FirmAdvisors in Petoskey
Ameriprise Financial Services, LLC news4
Edward Jones news3
Farther news3
Cetera Investment Advisers LLC news2
J.P. Morgan Securities LLC news2
LPL Financial LLC news2
Northwestern Mutual Investment Services, LLC2
Raymond James Financial Services Advisors, Inc. news2
West Arbor Solutions, LLC2
Fifth Third Securities, Inc.1
Institutional Capital Management, Inc.1
Maripau Wealth Management LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Nicolet Wealth Management1
Principal Securities, Inc.1
Raymond James & Associates, Inc. news1
Retirement & Investment Planning, Inc.1
State Farm Investment Management Corp.1

Advisors in Petoskey, A to Z

CFP advisors in Petoskey →

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 Petoskey, MI?

31 investment adviser representatives are registered at firm offices in Petoskey, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Petoskey?

Ameriprise Financial Services, LLC, with 4 registered advisors in Petoskey, followed by Edward Jones with 3.

How do I check a financial advisor in Petoskey?

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.