Financial ADVSR advisor directory · SEC adviser records
Jvl Wealth Strategies financial advisors in Wyoming, MI
Every SEC-registered investment adviser representative at a Jvl Wealth Strategies office in Wyoming, A to Z.
The short answer
7 registered advisors work at Jvl Wealth Strategies in Wyoming, out of 7 at the firm nationwide; it ranks number 2 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Jvl Wealth Strategies advisors in Wyoming, A to Z
Every Jvl Wealth Strategies advisor →- Haley P. DehaanCertified Financial Planner
- Shane HolcombCertified Financial Planner
- Matthew J. KunnenCertified Financial Planner, Chartered Financial Analyst
- Nathan H. LoweCertified Financial Planner
- Gabriel J. NewhofInvestment adviser rep
- Chad N. SoukupCertified Financial Planner, Chartered Financial Analyst
- Gerald R. VanderlugtCertified Financial Planner
Jvl Wealth Strategies advisors in every city and state →Jvl Wealth Strategies: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Wyoming
All Wyoming advisors →Edward Jones 10Raymond James Financial Services Advisors, Inc. 7Cambridge Investment Research Advisors, Inc. 4LPL Financial LLC 3State Farm Investment Management Corp. 3
Questions
How many financial advisors does Jvl Wealth Strategies have in Wyoming?
7 investment adviser representatives are registered at Jvl Wealth Strategies offices in Wyoming, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Jvl Wealth Strategies one of the largest advisor employers in Wyoming?
Jvl Wealth Strategies ranks number 2 in Wyoming by registered advisors; Edward Jones has the most, with 10.
How do I check a Jvl Wealth Strategies advisor in Wyoming?
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 Jvl Wealth Strategies 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.