Financial advisers in Fort Myers, Florida
16 profiles with reported offices in Fort Myers, Florida. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Todd MackePresidentMacke Financial Advisory GroupCRD 1450239
Michael HickeyInvestment adviser representativeRegal Advisory ServicesCRD 1816617- Adam SchwartzManaging Member and CCOAljz ConsultingCRD 2250262
- Richard KrichbaumPresident/Managing Member/Chief Compliance OfficerMNS Financial ManagementCRD 3195431
- Brian O'ConnellMemberMNS Financial ManagementCRD 4281534
- Susan SandsSecretaryMNS Financial ManagementCRD 4603411
- Trevor WhitleyMemberMNS Financial ManagementCRD 4985041
Jeffrey MacdonaldInvestment adviser representativeInvestment Management & PlanningCRD 5491845
Marcus HendersonInvestment adviser representativeMNS Financial ManagementCRD 5850668
Kurt TraulsenOwnerEvolution Wealth ManagementCRD 6508645
Adam BrunoCCO / OwnerEvolution Wealth ManagementCRD 7236076- Kevin JordanChief Compliance Officer and Chief Operating OfficerMacke Financial Advisory GroupCRD 7265296
- Arnold GillardInvestment adviser representativeMNS Financial ManagementCRD 7806065
Brett BarryInvestment adviser representativeEvolution Wealth ManagementCRD 8188659- Joseph PendenzaInvestment adviser representativeMacke Financial Advisory GroupCRD 8236093
Lauren TraulsenInvestment adviser representativeEvolution Wealth ManagementCRD 8319709
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.