Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Portland, MI
Every SEC-registered investment adviser representative at a firm office in Portland, with the firms that employ the most of them.
4 registered advisors work in Portland; the most are at Coppell Advisory Solutions LLC (1). 2 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Portland
| Firm | Advisors in Portland |
|---|---|
| Coppell Advisory Solutions LLC | 1 |
| Edward Jones news | 1 |
| First Heartland Consultants, Inc. | 1 |
| Swan Global Investments, LLC | 1 |
Advisors in Portland, A to Z
CFP advisors in Portland →- Kory R. BlasticEdward Jones · Certified Financial Planner
- Andrew C. BraceCoppell Advisory Solutions LLC
- Seth C. HiemstraSwan Global Investments, LLC
- Nicholas J. VangeestFirst Heartland Consultants, Inc. · Certified Financial Planner
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 Portland, MI?
4 investment adviser representatives are registered at firm offices in Portland, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Portland?
Coppell Advisory Solutions LLC, with 1 registered advisors in Portland, followed by Edward Jones with 1.
How do I check a financial advisor in Portland?
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.