Financial advisors in St. Joseph, MI

46 advisors · page 1 of 2

Brian Lee
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Carol Fasbender
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dana Wales
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Hawkins
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Hartwell
Financial advisor at Hartwell & Company
Hartwell & Company · $54.8M AUM
CFP®VerifiedFinancial planning
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Jenna Everett
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Coar
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sara Wolf
Financial advisor at USA Financial Securities LLC
USA Financial Securities LLC · $296.5M AUM
CFP®VerifiedFinancial planning
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Shawn Kinney
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Wendy Mitchell
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan McKee
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
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Alison Frederick
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
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Amy Peirce
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
VerifiedFinancial planning
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Ashley Stump
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Beth Marsh
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
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Brian Campbell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Chad Lange
Financial advisor at USA Financial Securities LLC
USA Financial Securities LLC · $296.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Anderson
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
VerifiedFinancial planning
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Craig Herrington
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Norton
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dathan Lumpkins
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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David Brennan
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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David Kinney
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Rieth
Financial advisor at Northpointe Investment Advisory, LLC
Northpointe Investment Advisory, LLC · $75.4M AUM
Verified
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Druvis Moruss
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Beall
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Gregory Lannigan
Financial advisor at Harbour Investments, Inc.
Harbour Investments, Inc. · $9.6B AUM
VerifiedFinancial planning
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James Roberts
Financial advisor at Centennial Securities Company Inc
Centennial Securities Company Inc · $1.34B AUM
VerifiedFinancial planning
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Jay Meeth
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Vandyke
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 St. Joseph, 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 St. Joseph, MI.

How this list works

Before you hire an advisor in St. Joseph, MI