Financial advisors in Jenison, MI

37 match · page 1 of 2

Asa Lakeman
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Bernard Bowhuis
Financial advisor at Founders Financial Securities, LLC
Founders Financial Securities, LLC · $4.14B AUM
CFP®VerifiedFinancial planning
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Chad Bowhuis
Financial advisor at Founders Financial Securities, LLC
Founders Financial Securities, LLC · $4.14B AUM
CFP®VerifiedFinancial planning
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Chassity Kania
Financial advisor at Clearview Investments, LLC
Clearview Investments, LLC · $59.1M AUM
CFP®Verified
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Joshua Walther
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
CFP®VerifiedFinancial planning
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Madelyn Rozeboom
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
CFP®VerifiedFinancial planning
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Matthew Boersen
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
CFP®VerifiedFinancial planning
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Michael Loney
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Scott Grissom
Financial advisor at Socrates Financial Planning
Socrates Financial Planning
CFP®VerifiedFinancial planning
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William Vanoverloop
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Ashton Anderson
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
VerifiedFinancial planning
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Brandon Graetz
Financial advisor at Graetz Wealth
Graetz Wealth · $158.2M AUM
VerifiedFinancial planning
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Brian Kobi
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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David Lutz
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
VerifiedFinancial planning
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Eric Smith
Financial advisor at Huntington Financial Advisors
Huntington Financial Advisors · $7.89B AUM
Verified
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Eric Vanduyn
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jacob Holtrop
Financial advisor at Alliance Investment Management, LLC
Alliance Investment Management, LLC · $206.8M AUM
Verified
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Jason Vander Berg
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jason Wenk
Founder & CEO at Altruist
Graetz Wealth · $158.2M AUM
VerifiedFinancial planning
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Jaycob Keuning
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
VerifiedFinancial planning
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Joseph Klunder
Financial advisor at Centennial Securities Company Inc
Centennial Securities Company Inc · $1.34B AUM
VerifiedFinancial planning
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Karl Holzhueter
Financial advisor at Clearview Investments, LLC
Clearview Investments, LLC · $59.1M AUM
Verified
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Kenneth Welch
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
VerifiedFinancial planning
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Kurt Holzhueter
Financial advisor at Clearview Investments, LLC
Clearview Investments, LLC · $59.1M AUM
Verified
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Leonard Debraber
Financial advisor at Clearview Investments, LLC
Clearview Investments, LLC · $59.1M AUM
Verified
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Madeline Command
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Michelle Hugmeyer
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Miles Thayer
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Ross Bush
Financial advisor at Graetz Wealth
Graetz Wealth · $158.2M AUM
VerifiedFinancial planning
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Samuel Genzink
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M 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 Jenison, 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 Jenison, MI.

How this list works

Before you hire an advisor in Jenison, MI