Financial advisors in Okemos, MI

91 match · page 3 of 4

Lowell Albert
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Lynn Colby
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Mark Carter
Financial advisor at Financial Strategies Group, Inc
Financial Strategies Group, Inc · $677.4M AUM
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Matthew Ottinger
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Matthew Sims
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
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Maxwell Beals
Financial advisor at Cornerstone Wealth Partners, LLC
Cornerstone Wealth Partners, LLC · $145.9M AUM
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Michael Basmajian
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
VerifiedFinancial planning
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Michael Murphy
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
VerifiedFinancial planning
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Michael Soper
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
VerifiedFinancial planning
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Michael Sullivan
Financial advisor at Sullivan Dunn Wealth Management
Sullivan Dunn Wealth Management · $9.8M AUM
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Nathan Stump
Financial advisor at Cornerstone Wealth Partners, LLC
Cornerstone Wealth Partners, LLC · $145.9M AUM
VerifiedFinancial planning
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Nicklaus Pringle
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Parker Kubiak
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
VerifiedFinancial planning
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Patrick Weller
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
VerifiedFinancial planning
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Phillip Pelland
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
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Rex Foster
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
VerifiedFinancial planning
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Robert Meduna
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
VerifiedFinancial planning
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Rukiya Nur
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Ryan Carter
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Samuel Degoffau
Financial advisor at Cornerstone Wealth Partners, LLC
Cornerstone Wealth Partners, LLC · $145.9M AUM
VerifiedFinancial planning
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Shane Seybert
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
VerifiedFinancial planning
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Sierra Clow
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
VerifiedFinancial planning
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Stacy Hochthanner
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Steven Clark
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Steven Vanderwey
Financial advisor at Cornerstone Wealth Partners, LLC
Cornerstone Wealth Partners, LLC · $145.9M AUM
VerifiedFinancial planning
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Thomas Devereaux
Financial advisor at Hantz Financial Services, Inc.
Hantz Financial Services, Inc. · $10B AUM
VerifiedFinancial planning
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Thomas Jones
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Thomas Repaskey
Financial advisor at Advisor Share Wealth Management, LLC
Advisor Share Wealth Management, LLC · $376.9M AUM
VerifiedFinancial planning
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Timothy Whelan
Financial advisor at Cornerstone Wealth Partners, LLC
Cornerstone Wealth Partners, LLC · $145.9M AUM
VerifiedFinancial planning
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Todd Stump
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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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 Okemos, 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 Okemos, MI.

How this list works

Before you hire an advisor in Okemos, MI