Financial advisors in Traverse City, MI

197 match · page 1 of 7

Autumn Soltysiak
Financial advisor at Hemming& Wealth Management, Inc.
Hemming& Wealth Management, Inc. · $292.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Watts
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carey Tafelsky
Financial advisor at Old Mission Investment Company, LLC
Old Mission Investment Company, LLC · $929M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Knight
Financial advisor at Signature Equity Partners, LLC
Signature Equity Partners, LLC · $688.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derek Dall Olmo
Financial advisor at Tremonte Financial Consultants
Tremonte Financial Consultants · $63.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erickson Braund
Financial advisor at Black Walnut Wealth Management
Black Walnut Wealth Management · $136.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erik Falconer
Financial advisor at Falconer Group
Falconer Group · $36.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Harold Jandreski
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heather Boivin
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Holly Gallagher
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Aukerman
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Taylor
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Tank
Financial advisor at Front Street Wealth Management
Front Street Wealth Management · $97.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jay Berger
Financial advisor at Rehmann Wealth
Rehmann Wealth · $5.27B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Beebe
Financial advisor at G. A. Repple & Company
G. A. Repple & Company · $716.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Youker
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Ehardt
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John O'connor
Financial advisor at Cherry Tree Wealth Management, LLC
Cherry Tree Wealth Management, LLC · $673.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Kelly
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lindsay Fitzpatrick
Financial advisor at Old Mission Investment Company, LLC
Old Mission Investment Company, LLC · $929M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lucas Settineri
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Herman
Financial advisor at Up North Financial, LLC
Up North Financial, LLC · $203.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Russell
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Meghan Dykstra
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 ↗
Paul Smallwood
Financial advisor at Gateway Wealth Partners, LLC
Gateway Wealth Partners, LLC · $2.28B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Renee Egelski
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Garner
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Black
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Sullivan
Financial advisor at Rehmann Wealth
Rehmann Wealth · $5.27B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Hackney
Financial advisor at Independent Wealth Management, LLC
Independent Wealth Management, LLC · $203M 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 Traverse City, 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.

Browse every state at Find an advisor.

Financial advisors in Traverse City, MI.

How this list works

Before you hire an advisor in Traverse City, MI