Financial advisors in Portage, MI

202 advisors · page 7 of 7

Stacey Sears
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Stacy Caudill
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Stephen Arnest
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
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Suzan Horvatinovich
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Tammy Warnicke
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Tara Nulty
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Theresa Fisher
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Tianxing Zheng
Financial advisor at Zhang Financial
Zhang Financial · $8.37B AUM
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Timothy Rogowski
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Timothy Schauer
Financial advisor at Docsa Capital Management, Inc.
Docsa Capital Management, Inc. · $95.4M AUM
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Timothy Williams
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Tori Seeley
Financial advisor at Fairway Investment Group, LLC
Fairway Investment Group, LLC · $107.1M AUM
Verified
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Tracy Boekeloo
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
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Trammell Lindstrom
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Tricia Newcomb
Financial advisor at Plante Moran Financial Advisors
Plante Moran Financial Advisors · $26.93B AUM
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Tristen Mabin
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Tyler Alvord
Financial advisor at Lvm Capital Management LTD
Lvm Capital Management LTD · $1.56B AUM
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Victor Russo
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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William Brennan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Yuanlei Zhu
Financial advisor at Zhang Financial
Zhang Financial · $8.37B AUM
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Zachary Alkhamis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Zachary Petty
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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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 Portage, 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 Portage, MI.

How this list works

Before you hire an advisor in Portage, MI