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Find Top Financial Advisors in Battle Creek, Michigan

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Battle Creek, Michigan
Last Updated - 25-Mar-2023

Battle Creek has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 13 non-vetted advisors in your local area. These financial advisors in Battle Creek, Michigan have an average of 21 years of experience.

NOTE: The list of financial advisors in Battle Creek, Michigan mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Battle Creek, Michigan.

Qualified Financial Advisors in Battle Creek, Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
Adam Schwallier
CFP®
SCHWALLIER WEALTH MANAGEMENT LLC
607 Cascade West Parkway SE,
Grand Rapids, MI 49546
21 $137,835,572 Not Specified Fee-Only
Allworth Financial
ALLWORTH FINANCIAL
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Not Disclosed $10,000,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Battle Creek

Qualifications CRD# 4431899
Firm CRD# 143329
Series 66

Compensation/Fee Fee-Only, Hourly, Based on Assets


Office Location 607 Cascade West Parkway SE,
Grand Rapids,
MI
49546
Phone Number 616-855-2051

With more than 20 years of experience in the financial services industry, I have been helping to improve clients' long-term financial success and change lives for over 15 years as a fee-only advisor and planner at Schwallier Wealth Management. I offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. My goal is that clients are better off for having chosen me, specifically, and I strive to become an indispensable resource in helping clients attain financial peace. History: After working as an advisor at Morgan Stanley and AG Edwards and becoming disenchanted with the standard of care to clients and advisors at large wirehouse firms, I struck out on my own for clients and became a fee-only advisor foregoing any commission-based business and working for my clients directly without the conflict of interest of working for a captive brokerage firm. I am constantly reading, learning, and improving my skill-set for clients. This includes proudly becoming a member of NAPFA as a fee-only CERTIFIED FINANCIAL PLANNER professional. Personal: I reside in Tallmadge Township with my wife, Val, and my two children. I enjoy spending time with my family, playing basketball as long as my body allows, and practicing yoga.

About Schwallier Wealth Management LLC

Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 15 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace. After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters(employer and client) creates, Adam Schwallier formed this SEC-Registered Investment Advisory(RIA) firm. Schwallier Wealth Management(SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients best interests and fully disclose any conflicts of interest. As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest. Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 4320 44th Street SW, Suite 102,
Grandville,
MI
49418
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


List of Additional Advisors in Battle Creek, Michigan*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Daniel Graham
Inquire with Daniel
391 S Shore Dr, Ste 112, Battle Creek, MI  49014 269-979-3521
Summit Bay Private Wealth Advisors
Inquire with Summit
391 S Shore Dr, Ste 112, Battle Creek, MI  49014 269-979-3521
Pamela Wesley
Inquire with Pamela
391 S Shore Dr, Ste 112, Battle Creek, MI  49014 269-979-3521
Edward Jones
Inquire with Edward
18 West Michigan Avenue, Suite 1A, Battle Creek, MI  49017 269-965-8531
Edward Jones
Inquire with Edward
3164 Capital Ave SW, Battle Creek, MI  49015 269-979-7720
Edward Jones
Inquire with Edward
40 Michigan Ave E, Battle Creek, MI  49017 269-282-1548
Edward Jones
Inquire with Edward
4625 Beckley Rd, Ste 400 A, Battle Creek, MI  49015 269-979-5652
Edward Jones
Inquire with Edward
12898 Beadle Lake Rd, Suite 130, Battle Creek, MI  49014 269-288-0224
Edward Jones
Inquire with Edward
291 Columbia Ave E, Battle Creek, MI  49015 269-962-0791
Edward Jones
Inquire with Edward
18 West Michigan Avenue, Suite 1A, Battle Creek, MI  49017 269-965-8531
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    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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