Directory · consent-first

Near 49024. Portage.

23 financial advisors & firms and 0 insurance agents verified near Portage, MI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 49024

Bright Financial Advisors, INC.0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $725M AUM

CRD 107931 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pps & V Asset Management Consultants INC0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $254M AUM

CRD 110491 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

John A. Wolfe & Associates, INC.0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $561M AUM

CRD 110799 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Lvm Capital Management LTD0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $1.3B AUM

CRD 111039 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Docsa Capital Management, INC.0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $95M AUM

CRD 124302 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Haverdink Financial Management, LLC0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $220M AUM

CRD 131236 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Zhang Financial0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $8.4B AUM

CRD 159257 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Face 2 Face Financial Planning, LLC0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $30M AUM

CRD 285630 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

626 Financial, LLC0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $380M AUM

CRD 306474 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Infinity Advisory Group0 mi

RIA firm · Portage, MI 49024 · Registered investment adviser · $129M AUM

CRD 324723 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

N.V.N.G. Investments, INC.4 mi

RIA firm · Kalamazoo, MI 49008 · Registered investment adviser · $330M AUM

CRD 107446 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Southwest Michigan Wealth Management, LLC4 mi

RIA firm · Kalamazoo, MI 49008 · Registered investment adviser · $29M AUM

CRD 289253 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Black Diamond Investment Group,inc.4.9 mi

RIA firm · Kalamazoo, MI 49001 · Registered investment adviser · $7M AUM

CRD 122917 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Long Road Investment Counsel, LLC6.8 mi

RIA firm · Kalamazoo, MI 49007 · Registered investment adviser · $346M AUM

CRD 171343 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Breakwater Capital6.8 mi

RIA firm · Kalamazoo, MI 49007 · Registered investment adviser · $157M AUM

CRD 172498 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Clear Ridge Wealth Management, LLC6.8 mi

RIA firm · Kalamazoo, MI 49007 · Registered investment adviser · $245M AUM

CRD 172689 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cws Financial Advisors LLC6.8 mi

RIA firm · Kalamazoo, MI 49007 · Registered investment adviser · $1.3B AUM

CRD 297000 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gasaway Investment Advisors, INC.7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $173M AUM

CRD 123807 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Hfg Advisors INC.7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $49M AUM

CRD 125129 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Trunorth Capital Management, LLC7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $725M AUM

CRD 165285 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wolff Financial Management LLC7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $613M AUM

CRD 283239 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Daus Financial Group, LLC7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $271M AUM

CRD 323054 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Valley Oak Investment Strategies LLC7.9 mi

RIA firm · Kalamazoo, MI 49009 · Registered investment adviser · $43M AUM

CRD 336621 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Portage, MI.

Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.

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Directory · consent-first

Near 49024. Portage.

23 financial advisors & firms and 0 insurance agents verified near Portage, MI — every one cited to the regulator, claimable and removable by the person named.

Find your person