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Financial Advisors in or around Grand Rapids, Michigan

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Terry Steffen, Financial Advisor from Grand Rapids, Michigan

We are a fee only investment advisor. We serve only our clients and not a broker or fund company. We have combined experience of over 50 years. Our goal is prevent significant losses and to keep expenses as low as possible. We are an Accredited Investment Fiduciary....

Nick Pope, Financial Advisor from Grand Rapids, Michigan

To be the premier financial services firm in each community that we serve by helping make financial goals a reality for businesses and individuals. Our associates will have a very high level of expertise and integrity and strive to provide the highest caliber financial products and services.. We shall render services to our clients which, under the...

Charles, Edward Andrews, Financial Advisor from Grand Rapids, Michigan

Jim Jarvis , Financial Advisor from Grand Rapids, Michigan

Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transa...

Melissa Stewart, CFP®, AIF®               I              Jeffrey VanderWeele, CIMA®, AIF®, Financial Advisor from Grand Rapids, Michigan

Our commitment to being the premier wealth managers in the Western Michigan area could certainly be attributed to the fact that our Michigan roots extend more than a cumulative 50 years.But we also be...

Ronald J. VanSurksum, Financial Advisor from Grand Rapids, Michigan

Advanced Asset Management, LLC was established in 1997 to provide fee-only financial planning and investment management services to individuals who desire to work with a financial professional on a fe...

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only