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Designations / CFA charterholders

CFA charterholders in Michigan

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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203 advisors

UBS Financial Services
47yrs
Keith James Koerber
Financial advisor
325 North OLD Woodward Ave Suite 200
Birmingham, MI 48009
Top 1% by experience in Michigan
CFAFiduciary
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Pointe Capital Management
43yrs
James Lawrence Carroll
Financial advisor
102 Kercheval Avenue Suite 200
Grosse Pointe Farms, MI 48236
Top advisor by experience at Pointe Capital Management
CFA
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Regal Investment Advisors
42yrs
James Richard Reim
Financial advisor
2687 44th Street SE
Kentwood, MI 49512
Top advisor by experience in Kentwood
CFAFiduciary
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Robert W. Baird &
42yrs
Kurt Allen Rivard
Financial advisor
1001 Bay St
Traverse City, MI 49684
Top 2% by experience nationwide
CFA
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Ameriprise Financial Services
41yrs
Joseph Dennis Wieske
Financial advisor
1227 E Front St
Traverse City, MI 49686
Top 3% by experience at Ameriprise Financial Services
CFAFiduciary
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Diversified Portfolios
41yrs
Ronald Mark Yolles
Financial advisor
39520 Woodward Avenue Suite 200
Bloomfield Hills, MI 48304
Top advisor by experience at Diversified Portfolios
CFA
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Miller Capital
40yrs
Mark Alan Miller
Financial advisor
5600 New King Drive Suite 220
Troy, MI 48098
Top 4% by experience in Troy
CFA
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Steward Capital Management
40yrs
Anmar Karim Sarafa
Financial advisor
21 E. Long Lake Road Suite 200
Bloomfield Hills, MI 48304
Top 4% by experience nationwide
CFAFiduciary
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LPL Financial
39yrs
Steven Andre Lone
Financial advisor
28411 Northwestern Hwy #1200
Southfield, MI 48034
Top 5% by experience nationwide
CFAFiduciary
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NPF Investment Advisors
38yrs
Kurt Marvin Arvidson
Financial advisor
40 Pearl St., NW, Suite 500
Grand Rapids, MI 49503
Top advisor by experience at NPF Investment Advisors
CFA
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Azimuth Capital Management
37yrs
Alan Lynn Freeman
Financial advisor
200 East Long Lake Road Suite 160
Bloomfield Hills, MI 48304
Top 6% by experience nationwide
CFAFiduciary
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Savant Wealth Management
35yrs
Kenneth Roy Duetsch II
Financial advisor
5225 Cook Road
Grand Blanc, MI 48439
Top 4% by experience at Savant Wealth Management
CFACFP®
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Mainstay Capital Management
35yrs
Patrick James Rice
Financial advisor
10775 South Saginaw Building C, Suite F
Grand Blanc, MI 48439
Top 8% by experience nationwide
CFACFP®Fiduciary
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Lafleur & Godfrey Private Wealth Management
35yrs
John Kenneth Koczara
Financial advisor
625 Kenmoor Ave SE Suite 209
Grand Rapids, MI 49546
Top 9% by experience nationwide
CFAFiduciary
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F L Putnam Investment Management
34yrs
Michael Lewis Mueller
Financial advisor
161 East Michigan Avenue Suite 500
Kalamazoo, MI 49007
Top 9% by experience in Kalamazoo
CFA
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Loomis, Sayles &
33yrs
Jeffrey Michael Schwartz
Financial advisor
39533 Woodward Ave., Suite 300
Bloomfield Hills, MI 48304
Top 11% by experience nationwide
CFAFiduciary
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Pointe Capital Management
33yrs
Heather Stewart Williams
Financial advisor
102 Kercheval Avenue Suite 200
Grosse Pointe Farms, MI 48236
Top 11% by experience nationwide
CFAFiduciary
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Isto Advisors
33yrs
Jill Jordan Wall
Financial advisor
2150 Butterfield Drive Suite 220
Troy, MI 48084
Top advisor by experience at Isto Advisors
CFAFiduciary
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Mainstay Capital Management
33yrs
Jason M Best
Financial advisor
10775 South Saginaw Building C, Suite F
Grand Blanc, MI 48439
Top 12% by experience nationwide
CFAFiduciary
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