Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Utica, MI
Every SEC-registered investment adviser representative at a firm office in Utica, with the firms that employ the most of them.
14 registered advisors work in Utica; the most are at Strategic Wealth Advisors Group, Inc. (6). 0 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in Utica
Advisors in Utica, A to Z
Search all of Michigan →- Kenneth ArafatStrategic Wealth Advisors Group, Inc.
- Anthony CalibeoCommonwealth Financial Network
- Paul C. DriesEdward Jones
- Steven C. EndersOsaic Wealth, Inc.
- Philip J. FlueggeConcurrent Investment Advisors, LLC
- David M. KennedyJ.P. Morgan Securities LLC
- Hunter L. MateerStrategic Wealth Advisors Group, Inc.
- Ryan G. PattersonLPL Financial LLC
- Emily N. PehlisStrategic Wealth Advisors Group, Inc.
- Brandon RamirezStrategic Wealth Advisors Group, Inc.
- Jason A. RecchiaStrategic Wealth Advisors Group, Inc.
- Kurt K. SchusterLPL Financial LLC · Certified Financial Planner
- Todd L. SchusterLPL Financial LLC
- Timothy S. SullivanStrategic Wealth Advisors Group, Inc.
Other cities in Michigan
All of Michigan →Grand Rapids 989Troy 795Ann Arbor 681Bloomfield Hills 639Southfield 497Birmingham 486Farmington Hills 416Traverse City 244Novi 212Holland 209Portage 197Kalamazoo 174Brighton 167Plymouth 165East Lansing 164Rochester 163Saginaw 155Ada 138Grand Blanc 127Auburn Hills 125Lansing 122Livonia 109Northville 109Midland 108
Questions
How many financial advisors are in Utica, MI?
14 investment adviser representatives are registered at firm offices in Utica, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Utica?
Strategic Wealth Advisors Group, Inc., with 6 registered advisors in Utica, followed by LPL Financial LLC with 3.
How do I check a financial advisor in Utica?
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.