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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in South Haven, MI

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

The short answer

12 registered advisors work in South Haven; the most are at Edward Jones (4). 1 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in South Haven

FirmAdvisors in South Haven
Edward Jones news4
Cambridge Investment Research Advisors, Inc. news3
Asset Allocation Strategies, LLC1
Equitable Advisors, LLC news1
Fifth Third Securities, Inc.1
LPL Financial LLC news1
State Farm Investment Management Corp.1

Advisors in South Haven, A to Z

CFP advisors in South Haven →

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 South Haven, MI?

12 investment adviser representatives are registered at firm offices in South Haven, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in South Haven?

Edward Jones, with 4 registered advisors in South Haven, followed by Cambridge Investment Research Advisors, Inc. with 3.

How do I check a financial advisor in South Haven?

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.