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Financial ADVSR advisor directory · SEC adviser records

Old Mission Investment Company, LLC financial advisors in Traverse City, MI

Every SEC-registered investment adviser representative at a Old Mission Investment Company, LLC office in Traverse City, A to Z.

The short answer

8 registered advisors work at Old Mission Investment Company, LLC in Traverse City, out of 8 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Old Mission Investment Company, LLC advisors in Traverse City, A to Z

Every Old Mission Investment Company, LLC advisor →

Old Mission Investment Company, LLC advisors in every city and state →Old Mission Investment Company, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Traverse City

All Traverse City advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 17LPL Financial LLC 15Wells Fargo Clearing Services, LLC 13Raymond James & Associates, Inc. 11Ameriprise Financial Services, LLC 9Edward Jones 9Robert W. Baird & Co. Incorporated 9Stifel, Nicolaus & Company, Incorporated 9Centennial Wealth Advisory, LLC 8J.P. Morgan Securities LLC 7Morgan Stanley 6State Farm Investment Management Corp. 6

Questions

How many financial advisors does Old Mission Investment Company, LLC have in Traverse City?

8 investment adviser representatives are registered at Old Mission Investment Company, LLC offices in Traverse City, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Old Mission Investment Company, LLC one of the largest advisor employers in Traverse City?

Old Mission Investment Company, LLC ranks number 10 in Traverse City by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 17.

How do I check a Old Mission Investment Company, LLC advisor in Traverse City?

Each advisor below links to a profile with their registrations, exams, designations 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 Old Mission Investment Company, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.