Financial advisors in Belmont, MI

16 match

Alex Blick
Financial advisor at Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc. · $998.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anna-Maria Astor
Financial advisor at Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc. · $998.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Stearns
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffery Nauta
Financial advisor at Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc. · $998.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Belmonte
Financial advisor at Summitview Advisors
Summitview Advisors · $68.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Henley
Financial advisor at Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc. · $998.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sara Lewis
Financial advisor at Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc. · $998.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Waleskowski
Financial advisor at Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc. · $998.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Johnson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Cobb
Financial advisor at USA Financial Securities LLC
USA Financial Securities LLC · $296.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Johnson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Douglas Henrickson
Financial advisor at Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc. · $998.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Keessen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Olga Hejl
Financial advisor at Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc. · $998.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn Healy
Financial advisor at Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc. · $998.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tamara Snable
Financial advisor at Henrickson Nauta Wealth Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc. · $998.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Belmont, 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 Belmont, MI.

How this list works

Before you hire an advisor in Belmont, MI