Financial advisors in Utica, MI

17 match

Kurt Schuster
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Anthony Calibeo
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Ramirez
Financial advisor at Strategic Wealth Advisors Group, Inc.
Strategic Wealth Advisors Group, Inc. · $206.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Essian
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
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David Kennedy
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emily Pehlis
Financial advisor at Strategic Wealth Advisors Group, Inc.
Strategic Wealth Advisors Group, Inc. · $206.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hunter Mateer
Financial advisor at Strategic Wealth Advisors Group, Inc.
Strategic Wealth Advisors Group, Inc. · $206.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Recchia
Financial advisor at Strategic Wealth Advisors Group, Inc.
Strategic Wealth Advisors Group, Inc. · $206.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Arafat
Financial advisor at Strategic Wealth Advisors Group, Inc.
Strategic Wealth Advisors Group, Inc. · $206.7M AUM
VerifiedFinancial planning
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Paul Dries
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Philip Fluegge
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
VerifiedFinancial planning
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Robert Hein
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Patterson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Enders
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Timothy Sullivan
Financial advisor at Strategic Wealth Advisors Group, Inc.
Strategic Wealth Advisors Group, Inc. · $206.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Todd Schuster
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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William Hawkins
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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 Utica, 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 Utica, MI.

How this list works

Before you hire an advisor in Utica, MI