Fee-OnlyFinder

Advisers in Owosso, MI

2 advisers in Owosso — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Lifegoals Financial Group215 N Water St, Suite 129 · Owosso, MI 48867 · (989) 725-1116 · Financial planningCRD 130082 · % of assets, Fixed fees · $59.4 million AUMState registeredNo commissions reportedMmi Asset Management Services, LLC120 W. Exchange Street, Suite 103a · Owosso, MI 48867 · (989) 725-9878 · Financial planningCRD 175073 · Hourly charges, Fixed fees, Other · $13.9 million AUMState registeredNo commissions reported
Talking to advisers in Owosso? 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.