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Financial Advisors in Traverse City, Michigan

Our hand-picked list of 8 financial advisors serving Traverse City, Michigan. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Traverse City

Financial professionals in Traverse City should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Michigan securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Michigan, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Traverse City

CENTENNIAL WEALTH ADVISORY, LLC

701 THIRD STREET, TRAVERSE CITY, MI 49684

📞 (231) 995-••••

INDEPENDENT WEALTH MANAGEMENT, LLC

236 1/2 E. FRONT ST, TRAVERSE CITY, MI 49684

📞 (231) 929-••••

Northwestern Mutual

534, East Front Street, Traverse City, MI, 49686

OLD MISSION INVESTMENT COMPANY, LLC

880 MUNSON AVENUE, TRAVERSE CITY, MI 49686

📞 (231) 929-••••

Up North Financial, LLC

223, East State Street, Traverse City, MI, 49684

📞 +1 231-929-••••

BLACK WALNUT WEALTH MANAGEMENT

13919 S W BAY SHORE DR, TRAVERSE CITY, MI 49684

📞 (231) 421-••••

BLUEPRINT PARTNERS LLC

10238 E CHERRY BEND RD

📞 (231) 668-••••

OPTIMAL CAPITAL ADVISORS, LLC

12935 SW BAYSHORE DR, TRAVERSE CITY, MI 49684

📞 (231) 933-••••

Frequently Asked Questions

Where can I find financial advisors in Traverse City, Michigan?

Traverse City, Michigan has 8 financial advisors listed in our directory. CENTENNIAL WEALTH ADVISORY, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Michigan?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Michigan, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Traverse City?

Financial professionals in Traverse City should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Michigan securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Traverse City?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Traverse City-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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