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Financial Advisors in Traverse City, MI

How to choose a financial advisor in Traverse City

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Robert Fenton

Financial Advisor

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Traverse City, MI

ProfileNo contact yet

William Lee

Financial Advisor

AMERIPRISE FINANCIAL SERVICES, LLC

Traverse City, MI

ProfileNo contact yet

Spencer Orlando

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Traverse City, MI

ProfileNo contact yet

Roxanne Hunter

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Traverse City, MI

ProfileNo contact yet

Steven Dohm

Financial Advisor

Cetera Wealth Services, Llc

Traverse City, MI

ProfileNo contact yet

Keri Sabatini

Financial Advisor

WELLS FARGO CLEARING SERVICES, LLC

Traverse City, MI

ProfileNo contact yet

Mark Ohlmann

Financial Advisor

OHLMANN INVESTMENT ADVISORS LLC

Traverse City, MI

ProfileNo contact yet

Leah Neverth

Financial Advisor

Centennial Wealth Advisory, Llc

Traverse City, MI

ProfileNo contact yet

Kristine Mcnabb

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Traverse City, MI

ProfileNo contact yet

Keith Olshove

Financial Advisor

OLD MISSION INVESTMENT COMPANY, LLC

Traverse City, MI

ProfileNo contact yet

Matthew Eckenrode

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Traverse City, MI

ProfileNo contact yet

William Grombala

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Traverse City, MI

ProfileNo contact yet

Todd Muha

Financial Advisor

THIRD COAST SECURITIES LLC

Traverse City, MI

ProfileNo contact yet
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