Advisors registered through Spc

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

Advisor	Firm	Branch	Here since	In industry	Prior firms	States
Steven Dean Brunner dual registrant	Spc BD affiliated	Okemos, Mi	Apr 16, 2010	30 y	1	1
Thomas Edward Brussard Certified Financial Planner, Chartered Financial Analyst · dual registrant	Spc BD affiliated	Middleton, Ma	Apr 10, 2026	15 y	2	1
Jamey Russell Buckner dual registrant	Spc BD affiliated	Ann Arbor, Mi	Sep 21, 2018	18 y	0	1
J•••••• B••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Jan 15, 2009	21 y	2	1
K•••••• S•••••• B•••• Certified Financial Planner · dual registrant	S•• BD affiliated	Ann Arbor, Mi	Jul 6, 2010	33 y	0	1
F••••• B•••• dual registrant	S•• BD affiliated	Spring, Tx	Mar 2, 2026	20 y	4	1
A•••••••• M•••• C•••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Mar 21, 2012	40 y	0	1
B•••• J•••• C•••••••• dual registrant	S•• BD affiliated	Okemos, Mi	Aug 13, 2021	21 y	1	3
A••••• M••••••• C••••• Chartered Financial Consultant · dual registrant	S•• BD affiliated	Ann Arbor, Mi	Jan 2, 2025	49 y	0	1
C••• A••••• C•••• Certified Financial Planner · dual registrant	S•• BD affiliated	Ann Arbor, Mi	Nov 3, 2023	19 y	1	1
K•••• J•••• C•••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Feb 8, 2021	27 y	1	1
S•••• A••••• C•••••• dual registrant	S•• BD affiliated	Noblesville, In	Jan 5, 2012	34 y	3	1
P••• J•• C••• dual registrant	S•• BD affiliated	Boerne, Tx	Jan 24, 2023	40 y	1	1
A•••• K••••••••• C••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Jan 6, 2015	16 y	1	1
M•••••• A••••• C••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Feb 3, 2026	10 y	2	1
T•••••• C••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Sep 26, 2022	32 y	8	1
B••••• C••••••••• dual registrant	S•• BD affiliated	Monroe, Mi	Jul 2, 2026	10 y	0	1
M••• B•••• C••••••• Chartered Financial Consultant · dual registrant	S•• BD affiliated	Fort Dodge, Ia	May 6, 2020	43 y	4	1
R••••• B•••• C••••• dual registrant	S•• BD affiliated	Houston, Tx	Jul 2, 2014	34 y	2	1
C•••••••• P•••• C•••••••• Certified Financial Planner · dual registrant	S•• BD affiliated	Ann Arbor, Mi	Jul 23, 2010	30 y	0	2
R••••• L•• C•••• Certified Financial Planner · dual registrant	S•• BD affiliated	Tecumseh, Mi	Jul 3, 2012	37 y	1	2
Z•••••• C•••• dual registrant	S•• BD affiliated	Tecumseh, Mi	Jan 8, 2020	12 y	0	2
C•••• J••• C•••• Certified Financial Planner · dual registrant	S•• BD affiliated	Bolivar, Mo	Feb 1, 2021	44 y	1	1
G•• G•••••• C••••••••• Certified Financial Planner · dual registrant	S•• BD affiliated	Ann Arbor, Mi	Jan 28, 2010	23 y	1	1
C••••• L••• C••• Certified Financial Planner · dual registrant	S•• BD affiliated	Ann Arbor, Mi	May 1, 2012	39 y	2	1
R•••••• F• C••••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Nov 22, 2017	25 y	4	1
D•••• J••••• C••••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Jan 6, 2022	10 y	0	2
R••• L•••••• C••••••• dual registrant	S•• BD affiliated	Murray, Ut	May 6, 2013	13 y	0	2
M•••••• R••••• C•••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Mar 3, 2026	42 y	0	1
W•••••• E• C••••• dual registrant	S•• BD affiliated	Slidell, La	Aug 19, 2002	36 y	0	1
P•••••• S•••• C•••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	May 30, 2017	21 y	1	2
A•••••••• C••• Certified Financial Planner · dual registrant	S•• BD affiliated	Irvine, Ca	Jul 7, 2015	22 y	2	1
D••••• J••• C••••••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Jun 7, 2007	26 y	1	2
K•••• A•• D••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Apr 25, 2011	26 y	2	1
B•••• D••••• D•••••• dual registrant	S•• BD affiliated	Plymouth Meeting, Pa	Jul 19, 2024	10 y	2	1
D•••• M•••••• D•••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	May 30, 2023	13 y	3	1
L•••• L•••• D•••• Certified Financial Planner · dual registrant	S•• BD affiliated	Shelby Twp, Mi	May 26, 2010	22 y	0	2
D•••• D• L•• S••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Sep 24, 2025	12 y	5	2
D••••• C•••••••• D•••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Jan 1, 2025	21 y	0	1
B•••••• C•••• D•••• dual registrant	S•• BD affiliated	Cedar Knolls, Nj	Jan 29, 2026	13 y	0	1
A••••• J••• D•••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Aug 30, 2013	18 y	1	1
D•••••• D••••• dual registrant	S•• BD affiliated	Orange City, Ia	May 20, 2008	21 y	0	1
R••••• W••••• D•••••••• Chartered Financial Consultant · dual registrant	S•• BD affiliated	Medford, Nj	Jun 5, 2013	43 y	0	2
D••••• J••••• D•••••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Jan 28, 2010	36 y	0	1
E••••• D• D••••••• Chartered Financial Consultant · dual registrant	S•• BD affiliated	Milton, De	Nov 17, 2025	39 y	4	1
T••••• P••••• D•••• Certified Financial Planner, Chartered Financial Consultant · dual registrant	S•• BD affiliated	Newton , Ma	Mar 13, 2002	33 y	0	1
G•• S•••••• D••••• dual registrant	S•• BD affiliated	Bridgeport, Wv	Jan 23, 2003	40 y	0	1
W•••••• T••••• D•••• Certified Financial Planner · dual registrant	S•• BD affiliated	Ann Arbor, Mi	Oct 2, 2017	40 y	1	3
N••••••• T••••• D•••• dual registrant	S•• BD affiliated	Ann Arbor, Mi	Jan 2, 2026	22 y	1	1
C•••• S•• J•••••• D••••• Certified Financial Planner · dual registrant	S•• BD affiliated	Saginaw, Mi	Sep 10, 2024	33 y	0	1

The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.

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478 advisors match.