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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Spring Lake, MI

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

14 registered advisors work in Spring Lake; the most are at Exchange Street Capital (2). 1 list the CFP designation and 8 are also registered broker representatives.

Firms with the most advisors in Spring Lake

FirmAdvisors in Spring Lake
Exchange Street Capital2
Osaic Wealth, Inc. news2
Cetera Investment Advisers LLC news1
Edward Jones news1
Essex LLC1
First Dollar Saved LLC1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Onedigital1
Skysail Wealth Management LLC1
State Farm Investment Management Corp.1
Stifel, Nicolaus & Company, Incorporated news1

Advisors in Spring Lake, A to Z

CFP advisors in Spring Lake →

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 Spring Lake, MI?

14 investment adviser representatives are registered at firm offices in Spring Lake, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Spring Lake?

Exchange Street Capital, with 2 registered advisors in Spring Lake, followed by Osaic Wealth, Inc. with 2.

How do I check a financial advisor in Spring Lake?

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.