Advisers in Bay City, MI

4 advisers in Bay City — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Dbs Investment Advisers, LLC1484 Straits Drive, Suite 6 · Bay City, MI 48706 · (989) 686-6222 · Financial planningCRD 123283 · % of assets, Hourly charges, Other · $280.2 million AUMSEC registeredNo commissions reported Mid Michigan Insurance and Financial Services LLC815 E Midland St Suite 2 · Bay City, MI 48706 · (989) 327-9660 · Financial planningCRD 311449 · % of assets, Hourly charges · $6.2 million AUMState registeredNo commissions reported Professional Analysts, LLC2370 Delta Rd. · Bay City, MI 48706 · (989) 922-5564 · Financial planningCRD 124805 · % of assets, Hourly charges, Fixed fees · $37.7 million AUMState registeredNo commissions reported Recker Financial LLC122 Uptown Drive, Suite 204 · Bay City, MI 48708 · (989) 214-0120 · Financial planningCRD 298520 · % of assets, Hourly charges, Fixed fees · $18.9 million AUMState registeredNo commissions reported

Talking to advisers in Bay City? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.