Financial advisors in Birmingham, MI

52 match · page 1 of 2

Aaron Hodari
Financial advisor at Arax Advisory Partners
Arax Advisory Partners · $26.52B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Aaron Parchem
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Allen O'brian
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashlee Desteiger
Financial advisor at Gunder Wealth Management, LLC
Gunder Wealth Management, LLC · $139M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin Farah
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brady Morrison
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brett Gasper
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Carroll
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Caitlin Falenski
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christian Allen
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clayton Franklin
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Corbin Donaldson
Financial advisor at Cibc Private Wealth Advisors, Inc.
Cibc Private Wealth Advisors, Inc. · $67.84B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Corey Staub
Financial advisor at Lpl Financial LLC
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel De Varona
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Karbon
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derrick Glencer
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 ↗
Diana Freeburg
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dominic Nieto
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Pryka
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Sukkar
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Glen Young
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Isaiah Bleiler
Financial advisor at Innovia Wealth, LLC
Innovia Wealth, LLC · $3.29B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Niedzinski
Financial advisor at Motive Wealth Advisors, LLC
Motive Wealth Advisors, LLC · $362.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Close
Financial advisor at Motive Wealth Advisors, LLC
Motive Wealth Advisors, LLC · $362.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Keele
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Kiss
Financial advisor at Cibc Private Wealth Advisors, Inc.
Cibc Private Wealth Advisors, Inc. · $67.84B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Citrin
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Desteiger
Financial advisor at Gunder Wealth Management, LLC
Gunder Wealth Management, LLC · $139M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karen Strickland
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathryn Halonen
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®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 Birmingham, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Birmingham, MI.

How this list works

Before you hire an advisor in Birmingham, MI