Financial advisors in Jenison, MI

29 match

Asa Lakeman
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bernard Bowhuis
Financial advisor at Founders Financial Securities, LLC
Founders Financial Securities, LLC · $4.14B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Bowhuis
Financial advisor at Founders Financial Securities, LLC
Founders Financial Securities, LLC · $4.14B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Walther
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Madelyn Rozeboom
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Boersen
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Loney
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Grissom
Financial advisor at Socrates Financial Planning
Socrates Financial Planning
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Vanoverloop
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
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
View page Check on SEC IAPD ↗
Eric Vanduyn
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Vander Berg
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
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
View page Check on SEC IAPD ↗
Joseph Klunder
Financial advisor at Centennial Securities Company Inc
Centennial Securities Company Inc · $1.34B AUM
VerifiedFinancial planning
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Kenneth Welch
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Madeline Command
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
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
View page Check on SEC IAPD ↗
Samuel Genzink
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tammy Claramunt-Kibbe
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Thomas Proos
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Travis Hough
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Victoria Buffum
Financial advisor at Straight Path Wealth Management
Straight Path Wealth Management · $472.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vinner Mendez
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B 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.

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Financial advisors in Jenison, MI.

How this list works

Before you hire an advisor in Jenison, MI