Financial advisors in Rochester Hills, MI

65 advisors · page 2 of 3

Jake Dandurand
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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James McLellan
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Jessica Vucinaj
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Josef Waltenbaugh
Financial advisor at Signal Advisors Wealth, LLC
Signal Advisors · $1.69B AUM
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Kayla Jordan
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Lance Smith
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Linton Banwell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Maria Baron
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Matthew Essmann
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Matthew Lowell
Financial advisor at Stadion Money Management, LLC
Stadion Money Management, LLC · $2.69B AUM
Verified
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Matthew McEwen
Financial advisor at Arrowroot Family Office, LLC
Arrowroot Family Office, LLC · $430.7M AUM
VerifiedFinancial planning
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Melannie Kleven
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Michael Hass
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Michael Mitchell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Mike Spinale
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Mitchell Schafer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Mohanad Aabed
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Nathan Poplars
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Nicholas Nowakowski
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Peter Mitroff
Financial advisor at Stoney Creek Advisors LLC
Stoney Creek Advisors LLC · $47.9M AUM
VerifiedFinancial planning
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Quinton Lemanski
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Rachel Young
Financial advisor at Arrowroot Family Office, LLC
Arrowroot Family Office, LLC · $430.7M AUM
VerifiedFinancial planning
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Robert Kahn
Financial advisor at Stoney Creek Advisors LLC
Stoney Creek Advisors LLC · $47.9M AUM
VerifiedFinancial planning
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Ronald Hebert
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Ryan Armstrong
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Ryan Barrett
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Ryan Guglielmetti
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Scott Sumner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Steve Juncaj
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Steven Guglielmetti
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B 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 Rochester Hills, 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 Rochester Hills, MI.

How this list works

Before you hire an advisor in Rochester Hills, MI