Osaic Wealth
41yrs
Top advisor by experience in Charlevoix
Financial advisors in Charlevoix, MI
Looking for a financial advisor in Charlevoix, MI? We list 9 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
9Advisors with offices here
17Median years of experience
11%At fee-only firms
6Firms represented
Largest firms here: Edward Jones (4), LPL Financial (1), AE Wealth Management (1).
Nearby: East Jordan, Boyne City, Walloon Lake, Petoskey, Kewadin.
LPL Financial
30yrs
Top 17% by experience nationwide
Harbour Investments
27yrs
Top 23% by experience nationwide
Edward Jones
20yrs
Top 22% by experience at Edward Jones
Trunorth Capital Management
17yrs
More experience than 53% of advisors nationwide
Edward Jones
12yrs
More experience than 55% of advisors at Edward Jones
AE Wealth Management
9yrs
More experience than 52% of advisors at AE Wealth Management
Edward Jones
7yrs
7 years in the industry
Edward Jones
3yrs
3 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.