Financial advisors in Bay City, MI

87 advisors · page 2 of 3

Coleman Staudacher
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Daniel Alarie
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
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David Bry
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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David Freeman
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
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David Friebe
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Ely Klida
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Erik Thompson
Financial advisor at Mid Michigan Insurance and Financial Services LLC
Mid Michigan Insurance and Financial Services LLC · $6.2M AUM
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Erin Rau
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Eve Gunther
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Gregory Johnson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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James Kingsley
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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James Munn
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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James Wetherell
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Jayson Sacco
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
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Jeffrey Brink
Financial advisor at Dbs Investment Advisers, LLC
Dbs Investment Advisers, LLC · $280.2M AUM
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Jeffrey Yantz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jeremy Watson
Financial advisor at Mid Michigan Insurance and Financial Services LLC
Mid Michigan Insurance and Financial Services LLC · $6.2M AUM
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Jonathan Dekker
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Joseph Maier
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kathleen Woods
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
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Kellie Champagne
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Kenneth Grzegorczyk
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Kimberly Martin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kyle Grigg
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Lee Fickes
Financial advisor at Professional Analysts, LLC
Professional Analysts, LLC · $37.7M AUM
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Leif Peterson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Lori Harrison
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Lynn Gehoski
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Marc Kaeckmeister
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Mark Recker
Financial advisor at Recker Financial LLC
Recker Financial LLC · $18.9M AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Bay City, MI

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Bay City, MI.

How this list works

Before you hire an advisor in Bay City, MI