5 financial advisors & firms and 0 insurance agents verified near MT Pleasant, MI — every one cited to the regulator, claimable and removable by the person named.
RIA firm · MT Pleasant, MI 48858 · Registered investment adviser
CRD 123152 · verify at the regulator
RIA firm · Mt. Pleasant, MI 48858 · Registered investment adviser · $260M AUM
CRD 124468 · verify at the regulator
RIA firm · Mt. Pleasant, MI 48858 · Registered investment adviser · $52k AUM
CRD 337977 · verify at the regulator
RIA firm · Midland, MI 48640 · Registered investment adviser
CRD 144066 · verify at the regulator
RIA firm · Midland, MI 48640 · Registered investment adviser · $29M AUM
CRD 330890 · verify at the regulator
Verified advisors and insurance agents in the places closest to MT Pleasant, MI.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.