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Savant Wealth Management financial advisors in Plymouth, MI
Every SEC-registered investment adviser representative at a Savant Wealth Management office in Plymouth, A to Z.
The short answer
3 registered advisors work at Savant Wealth Management in Plymouth, out of 370 at the firm nationwide; it ranks number 21 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Savant Wealth Management advisors in Plymouth, A to Z
Every Savant Wealth Management advisor →- Christopher M. CarlsonCertified Financial Planner
- Haley A. HernandezCertified Financial Planner
- Donald G. WylinCertified Financial Planner
Savant Wealth Management advisors in every city and state →Savant Wealth Management: assets, clients and custodians →Savant news and advisor moves →Advisor Moves: who changed firms this week →
Savant Wealth Management advisors in other cities
Rockford, IL 192Lincolnshire, IL 14Middleton, WI 13Birmingham, AL 12Westwood, MA 12Atlanta, GA 8Lancaster, PA 8Huntersville, NC 6Manassas, VA 6Oklahoma City, OK 5St Paul, MN 5Austin, TX 4Cedar Rapids, IA 4Dover, DE 4South Portland, ME 4
Other firms in Plymouth
All Plymouth advisors →UBS Financial Services Inc. 26Raymond James & Associates, Inc. 16J.P. Morgan Securities LLC 15Edward Jones 8LPL Financial LLC 7Ameriprise Financial Services, LLC 5Cetera Investment Advisers LLC 5Equitable Advisors, LLC 4Gem Asset Management, LLC 4Oppenheimer & Co. Inc. 4Raymond James Financial Services Advisors, Inc. 4Thrivent Investment Management Inc. 4
Questions
How many financial advisors does Savant Wealth Management have in Plymouth?
3 investment adviser representatives are registered at Savant Wealth Management offices in Plymouth, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Savant Wealth Management one of the largest advisor employers in Plymouth?
Savant Wealth Management ranks number 21 in Plymouth by registered advisors; UBS Financial Services Inc. has the most, with 26.
How do I check a Savant Wealth Management advisor in Plymouth?
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 Savant Wealth Management 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.