Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Williamston, MI
Every SEC-registered investment adviser representative at a firm office in Williamston, with the firms that employ the most of them.
39 registered advisors work in Williamston; the most are at Cg Advisory Services (29). 11 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Williamston
| Firm | Advisors in Williamston |
|---|---|
| Cg Advisory Services | 29 |
| Evergreen Wealth Management, LLC | 3 |
| Principal Securities, Inc. | 2 |
| Strategic Advisers LLC | 2 |
| Edward Jones news | 1 |
| Mfs Institutional Advisors Inc. | 1 |
| Veterinary Financial Group LLC | 1 |
Advisors in Williamston, A to Z
CFP advisors in Williamston →- Brent N. BrugginkCg Advisory Services
- Jeffrey J. CaseyCg Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Jonathan L. CohenCg Advisory Services · Certified Financial Planner
- Joseph E. CrumleyCg Advisory Services
- Grant P. DunatchikCg Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Benjamin D. EichlerPrincipal Securities, Inc.
- Kenneth P. EvangelistaCg Advisory Services
- Joshua P. FlintPrincipal Securities, Inc.
- Alexandria L. FultonCg Advisory Services
- Michael D. GorslineEvergreen Wealth Management, LLC
- Cooper M. GrossEvergreen Wealth Management, LLC
- Melissa L. HuangCg Advisory Services
- William K. JenkinsCg Advisory Services · Chartered Financial Consultant
- Joseph KanounoCg Advisory Services
- Timothy R. LovingCg Advisory Services
- Aleia K. MacdonaldCg Advisory Services · Certified Financial Planner
- Anthony J. MazzaliCg Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- John P. NelliganStrategic Advisers LLC · Certified Financial Planner
- Gary NucianCg Advisory Services
- Andrew J. NutterEvergreen Wealth Management, LLC
- Daniel J. O'TooleVeterinary Financial Group LLC
- Scott D. PalomakiCg Advisory Services
- Parke G. PetersenCg Advisory Services
- Connor PorrellCg Advisory Services · Certified Financial Planner
- Tyler M. PorrellCg Advisory Services
- Shannon PoynterStrategic Advisers LLC
- Sanford J. PrizantCg Advisory Services
- Elijah J. RichardsonCg Advisory Services
- Thomas A. RobertsonCg Advisory Services
- Jeffrey W. RomanCg Advisory Services · Certified Financial Planner
- Nicholas R. SchaferCg Advisory Services
- Colby SmithCg Advisory Services
- Wyatt SmithCg Advisory Services · Certified Financial Planner
- Ryan J. ThelenMfs Institutional Advisors Inc.
- Carrie M. ThorburnEdward Jones
- Nathan C. TraxlerCg Advisory Services
- Brian J. WalkerCg Advisory Services
- Christian D. WhiteheadCg Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Nathan ZolynskyCg Advisory Services · Certified Financial Planner
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 Williamston, MI?
39 investment adviser representatives are registered at firm offices in Williamston, Michigan, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 11 list the CFP designation.
Which firm has the most financial advisors in Williamston?
Cg Advisory Services, with 29 registered advisors in Williamston, followed by Evergreen Wealth Management, LLC with 3.
How do I check a financial advisor in Williamston?
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.