Financial advisors in Kalamazoo, MI

163 match · page 1 of 6

Blane Heisler
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brendan Sanchez
Financial advisor at Daus Financial Group, LLC
Daus Financial Group, LLC · $270.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Ailes
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carrie Desjardins
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chase Imberger
Financial advisor at Gasaway Investment Advisors, Inc.
Gasaway Investment Advisors, Inc. · $173.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cory Wietfeldt
Financial advisor at Cws Financial Advisors LLC
Cws Financial Advisors LLC · $1.33B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Coleman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Machnik
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Youngs
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Smojver
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heather Kakabeeke
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Gasaway
Financial advisor at Gasaway Investment Advisors, Inc.
Gasaway Investment Advisors, Inc. · $173.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared McNee
Financial advisor at Wolff Financial Management LLC
Wolff Financial Management LLC · $612.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Reed
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerry Love
Financial advisor at F L Putnam Investment Management Co.
F L Putnam Investment Management Co. · $9.72B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessica Rossana
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Vargo
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jordan Marchewka
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leslie McCullough
Financial advisor at Facet
Facet · $8.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lindsey Splendorio
Financial advisor at Cws Financial Advisors LLC
Cws Financial Advisors LLC · $1.33B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lucas Mansberger
Financial advisor at Breakwater Capital
Breakwater Capital · $156.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Stegink
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Weathers
Financial advisor at Black Diamond Investment Group,Inc.
Black Diamond Investment Group,Inc. · $6.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Wolff
Financial advisor at Wolff Financial Management LLC
Wolff Financial Management LLC · $612.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Brundage
Financial advisor at Clear Ridge Wealth Management, LLC
Clear Ridge Wealth Management, LLC · $244.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Matteson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Messer
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Carlson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Randall Verlin
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Geib
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B 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 Kalamazoo, 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 Kalamazoo, MI.

How this list works

Before you hire an advisor in Kalamazoo, MI