Financial ADVSR advisor directory · SEC adviser records
Cetera Investment Advisers LLC financial advisors in Portage, MI
Every SEC-registered investment adviser representative at a Cetera Investment Advisers LLC office in Portage, A to Z.
The short answer
4 registered advisors work at Cetera Investment Advisers LLC in Portage, out of 9,253 at the firm nationwide; it ranks number 14 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.
Cetera Investment Advisers LLC advisors in Portage, A to Z
Every Cetera Investment Advisers LLC advisor →- Brian A. JamesAlso a broker rep
- Chad P. SchutCertified Financial Planner · Also a broker rep
- Mitchell L. WassinkCertified Financial Planner · Also a broker rep
- Mark J. YatrosCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
Cetera Investment Advisers LLC advisors in every city and state →Cetera Investment Advisers LLC: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →
Cetera Investment Advisers LLC advisors in other cities
San Diego, CA 107Omaha, NE 100Phoenix, AZ 94Dallas, TX 89Minneapolis, MN 89St Louis, MO 85Houston, TX 75Scottsdale, AZ 73El Segundo, CA 72New York, NY 66Overland Park, KS 63St Cloud, MN 57Tampa, FL 55Honolulu, HI 52Minnetonka, MN 52
Other firms in Portage
All Portage advisors →Zhang Financial 19Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Edward Jones 6LPL Financial LLC 6Lvm Capital Management Ltd. 6
Questions
How many financial advisors does Cetera Investment Advisers LLC have in Portage?
4 investment adviser representatives are registered at Cetera Investment Advisers LLC offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 9,253 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Is Cetera Investment Advisers LLC one of the largest advisor employers in Portage?
Cetera Investment Advisers LLC ranks number 14 in Portage by registered advisors; Zhang Financial has the most, with 19.
How do I check a Cetera Investment Advisers LLC advisor in Portage?
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 Cetera Investment Advisers LLC 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.