Financial advisers in Traverse City, Michigan

Adviser profiles

• WFWilliam FlynnInvestment adviser representativeUp North FinancialCRD 802730
• JBJoseph Batcha IIIPrincipal/ Chief Compliance OfficerOptimal Capital AdvisorsCRD 1286067
• Keith OlshoveInvestment adviser representativeOld Mission InvestmentCRD 1624335
• Scott HackneyMember, Chief Compliance OfficerIndependent Wealth ManagementCRD 2148253
• MHMark HermanManaging Member / Chief Compliance OfficerUp North FinancialCRD 2190754
• Kurt SchulerManaging MemberOld Mission InvestmentCRD 2253788
• Christopher LambManaging MemberOld Mission InvestmentCRD 2412619
• Jay BergerMemberIndependent Wealth ManagementCRD 2433529
• Erickson BraundFounder, Chief Compliance Officer, CFOBlack Walnut Wealth ManagementCRD 2544396
• Stephen FisherManaging MemberIndependent Wealth ManagementCRD 2910130
• Jeffrey JohnsonManaging Member / Chief Compliance OfficerOld Mission InvestmentCRD 3048003
• RSRyan SullivanChief Executive OfficerRehmann Capital Advisory GroupCRD 4514250
• CWCarolyn WeeksChief Compliance OfficerLegacy Financial Services GroupCRD 4699981
• Kelly BandliInvestment adviser representativeSuccess Wealth ManagementCRD 5547367
• Lindsay FitzpatrickInvestment adviser representativeOld Mission InvestmentCRD 6193198
• Carey TafelskyManaging MemberOld Mission InvestmentCRD 6456688
• Ryan KnabuschInvestment adviser representativeOld Mission InvestmentCRD 6763184
• Susan WippermanInvestment adviser representativeOld Mission InvestmentCRD 6875113
• Isaac RussellInvestment adviser representativeOptimal Capital AdvisorsCRD 7067225
• DGDaniel GrixInvestment adviser representativeSuccess Wealth ManagementCRD 7951915

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.