Financial advisors in Caledonia, MI

27 advisors

Benjamin Webster
Financial advisor at Aspire Wealth
Aspire Wealth · $74.1M AUM
CFP®VerifiedFinancial planning
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Curtis Wells
Financial advisor at Aspire Wealth
Aspire Wealth · $74.1M AUM
CFP®VerifiedFinancial planning
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Derek Prusa
Financial advisor at Aspire Wealth
Aspire Wealth · $74.1M AUM
CFP®VerifiedFinancial planning
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Mark Vanderpol
Financial advisor at Vanderpol Investments L.l.c.
Vanderpol Investments L.l.c. · $118.1M AUM
CFP®VerifiedFinancial planning
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Pamela Blodgett
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Andrew McFadden
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Andrew Vanderschaaf
Financial advisor at Aspire Wealth
Aspire Wealth · $74.1M AUM
VerifiedFinancial planning
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Brian Platte
Financial advisor at Aspire Wealth
Aspire Wealth · $74.1M AUM
VerifiedFinancial planning
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Christopher Ralph
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
VerifiedFinancial planning
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Daniel Vansingel
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Ian Elgersma
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Jacob Yerkes
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Jordan Timmer
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Joshua Fox
Financial advisor at Founders Financial Securities, LLC
Founders Financial Securities, LLC · $4.14B AUM
VerifiedFinancial planning
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Karen Anson
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Lance Devries
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Marsha Daugherty
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Matthew McCauley
Financial advisor at T. Rowe Price Associates, Inc.
T. Rowe Price Associates, Inc. · $2.2T AUM
Verified
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Nathan Farrell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Noah Hoekstra
Financial advisor at Vanderpol Investments L.l.c.
Vanderpol Investments L.l.c. · $118.1M AUM
VerifiedFinancial planning
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Patsy Jud
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Richard Toth
Financial advisor at Vanderpol Investments L.l.c.
Vanderpol Investments L.l.c. · $118.1M AUM
VerifiedFinancial planning
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Ryan Goosen
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
VerifiedFinancial planning
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Seth Timmer
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Trevor Miedema
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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William Blackston
Financial advisor at Pearl Wealth Group
Pearl Wealth Group · $102.9M AUM
VerifiedFinancial planning
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Zachary Grusell
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B 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 Caledonia, 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 Caledonia, MI.

How this list works

Before you hire an advisor in Caledonia, MI