Financial advisers in Bloomfield Hills, Michigan
33 profiles with reported offices in Bloomfield Hills, Michigan. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Roger SteedManaging Member and Chief Compliance OfficerKRS Capital ManagementCRD 1046542
Todd MossChief Compliance OfficerGreystone Financial GroupCRD 1101733
Cathy NavarrerossInvestment adviser representativeIntegrated Capital ManagementCRD 1649922- Paul DunbarPartnerM1 Capital ManagementCRD 1852737
- Terry LindnerInvestment adviser representativeVan Clemens Wealth ManagementCRD 1968391
- Mark MuellerInvestment adviser representativeSecure Asset ManagementCRD 2067097
David MartinInvestment adviser representativeGainplanCRD 2559344
Robert StapletonInvestment adviser representativeM1 Capital ManagementCRD 2581113
Kevin YousifPresidentYousif Capital ManagementCRD 2810598
Kevin VandenhauteInvestment adviser representativeSecure Asset ManagementCRD 2872784- Kipatrick MrkvaInvestment adviser representativeGainplanCRD 3124829
- Anne BreuchChief Compliance Officer - PresidentWolverine Wealth Advisory ServicesCRD 3187209
Mark FitzgeraldChief Executive OfficerCranbrook Wealth ManagementCRD 3204553- Wayne Bell-WarrenChief Compliance OfficerGainplanCRD 4078646
Eric SegerManaging Member/CCOIntegrated Capital ManagementCRD 4213246
Brian StoneInvestment adviser representativeGreystone Financial GroupCRD 4504731
Benjamin KlamoInvestment adviser representativeGainplanCRD 4751521
Jeffrey IvoryManaging MemberGainplanCRD 4849910
Edward GoardChief Investment OfficerYousif Capital ManagementCRD 5100875
Daniel KostaroffExecutive Committee Member, President, OwnerLS Investment AdvisorsCRD 5321128
Nicole StandenInvestment adviser representativeGainplanCRD 5326701
Brian FrankeManaging MemberIntegrated Capital ManagementCRD 5345272- William HubbardManaging Member/CCOCirrus CapitalCRD 5709420
- Gregory OrayInvestment adviser representativeCirrus CapitalCRD 5853327
- Chad WottonInvestment adviser representativeSecure Asset ManagementCRD 6001641
Paul DziepakInvestment adviser representativeCirrus CapitalCRD 6077242
Logan RossPresidentCranbrook Wealth ManagementCRD 6096636- Thaddeus SchlaudInvestment adviser representativeSecure Asset ManagementCRD 6124708
Nicholas LobergInvestment adviser representativeGreystone Financial GroupCRD 6778518- Shadi MaasriInvestment adviser representativeSecure Asset ManagementCRD 6915746
- Mitchell MowidInvestment adviser representativeCranbrook Wealth ManagementCRD 7528606
- Gavin SchmidtmannInvestment adviser representativeSecure Asset ManagementCRD 7555980
- Patrick NalepaInvestment adviser representativeGainplanCRD 7646006
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.