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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Shelby Township, MI

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

38 registered advisors work in Shelby Township; the most are at J.P. Morgan Securities LLC (5). 2 list the CFP designation and 29 are also registered broker representatives.

Firms with the most advisors in Shelby Township

FirmAdvisors in Shelby Township
J.P. Morgan Securities LLC news5
LPL Financial LLC news4
Foguth Wealth Management, LLC.3
Thrivent Investment Management Inc.3
Ameriprise Financial Services, LLC news2
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Edward Jones news2
Kaizen Wealth Management, LLC2
Raymond James Financial Services Advisors, Inc. news2
Strategic Advisers LLC2
Citizens Securities, Inc.1
Concorde Asset Management, LLC1
Creative Financial Designs, Inc.1
Dishow Wealth Management LLC1
Futr Wealth Management LLC1
Healthcare Community Securities Corp.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Spc1
Valuefirst Planning LLC1

Advisors in Shelby Township, A to Z

CFP advisors in Shelby Township →

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 Shelby Township, MI?

38 investment adviser representatives are registered at firm offices in Shelby Township, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 29 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Shelby Township?

J.P. Morgan Securities LLC, with 5 registered advisors in Shelby Township, followed by LPL Financial LLC with 4.

How do I check a financial advisor in Shelby Township?

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.