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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in South Lyon, MI

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

20 registered advisors work in South Lyon; the most are at Strategic Advisers LLC (4). 1 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in South Lyon

FirmAdvisors in South Lyon
Strategic Advisers LLC4
Ameriprise Financial Services, LLC news2
Empower Advisory Group, LLC2
Raymond James Financial Services Advisors, Inc. news2
Spc2
Bell Financial Planning1
Cetera Investment Advisers LLC news1
Creative Planning news1
Ipi Wealth Management, Inc.1
J.P. Morgan Securities LLC news1
M Holdings Securities, Inc.1
Osaic Wealth, Inc. news1
State Farm Investment Management Corp.1

Advisors in South Lyon, A to Z

CFP advisors in South Lyon →

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 Lyon, MI?

20 investment adviser representatives are registered at firm offices in South Lyon, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in South Lyon?

Strategic Advisers LLC, with 4 registered advisors in South Lyon, followed by Ameriprise Financial Services, LLC with 2.

How do I check a financial advisor in South Lyon?

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.