Reported as registered
IPEX, INC.
CRD 124337 · SEC 801-71851
PLYMOUTH, MI
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
327 sourced firms · query 66 ms
Reported as registered
ISTO ADVISORS, LLC
CRD 284560 · SEC 801-108409
TROY, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
J W KORTH & COMPANY
CRD 26455 · SEC 801-85185
LANSING, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
J.V.B. INVESTMENT COMPANY
CRD 3998 · SEC 801-132181
JACKSON, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
J2 CAPITAL MANAGEMENT, INC.
CRD 152964 · SEC 801-107928
TROY, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JACKSON NATIONAL ASSET MANAGEMENT, LLC
CRD 111079 · SEC 801-58171
LANSING, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JAY A. FISHMAN, LTD
CRD 105609 · SEC 801-6618
TROY, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JFR FINANCIAL SERVICES, INC.
CRD 124456 · SEC 801-81059
TRENTON, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JLB & ASSOCIATES INC
CRD 104655 · SEC 801-19434
PLYMOUTH, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHN A. WOLFE & ASSOCIATES, INC.
CRD 110799 · SEC 801-36076
PORTAGE, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JVL WEALTH STRATEGIES
CRD 124018 · SEC 801-61660
WYOMING, MI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
K2 CAPITAL ADV, LLC
CRD 318055 · SEC 802-127395
DOWAGIAC, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KAYDAN WEALTH MANAGEMENT, INC.
CRD 108964 · SEC 801-119365
FENTON, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KELLY WEALTH MANAGEMENT, INC.
CRD 328386 · SEC 801-129066
ROYAL OAK, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KROON & MITCHELL ASSET MANAGEMENT LLC
CRD 168120 · SEC 801-125974
GRAND RAPIDS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KRS CAPITAL MANAGEMENT, LLC
CRD 142928 · SEC 801-126105
BLOOMFIELD HILLS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
CRD 168831 · SEC 801-78536
GRAND RAPIDS, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LAKESHORE FINANCIAL PLANNING INC.
CRD 299129 · SEC 801-114302
SAINT CLAIR SHORES, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LAKESIDE DRIVE MANAGEMENT LLC
CRD 306808 · SEC 801-123672
BIRMINGHAM, MI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEGACY FINANCIAL SERVICES GROUP, INC.
CRD 140514 · SEC 801-136525
TRAVERSE CITY, MI
Source release August 3, 2026 · retrieved August 18, 2026