#1Miller Financial Services LLC
MILLER FINANCIAL SERVICES LLC
Serves this area from Marshall, MI (13 mi)
Retirement Plan Advisors in Battle Creek, MI
The top-ranked retirement plan advisors serving Battle Creek, MI are Miller Financial Services LLC, Wealth Ease Wealth Management and Cws Financial Advisors LLC. We list 8 retirement plan advisors serving Battle Creek, MI. 8 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Battle Creek, MI (Calhoun County). 8 providers, 8 of the top 8 verified against federal or state records. Registry records checked on 2026-11-04.
Top 8 ranked retirement plan advisors for Battle Creek
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Miller Financial Services LLC | SEC-registered investment adviser (CRD)#143788 | Marshall, MI (13 mi) | (269) 781-5129 |
| 2 | Wealth Ease Wealth Management | SEC-registered investment adviser (CRD)#332595 | Marshall, MI (14 mi) | (269) 781-8371 |
| 3 | Cws Financial Advisors LLC | SEC-registered investment adviser (CRD)#297000 | Kalamazoo, MI (18 mi) | (269) 349-4600 |
| 4 | Haverdink Financial Management, LLC | SEC-registered investment adviser (CRD)#131236 | Portage, MI (20 mi) | (269) 321-5070 |
| 5 | Zhang Financial | SEC-registered investment adviser (CRD)#159257 | Portage, MI (20 mi) | (269) 385-5888 |
| 6 | 626 Financial, LLC | SEC-registered investment adviser (CRD)#306474 | Portage, MI (22 mi) | (269) 321-5040 |
| 7 | Gasaway Investment Advisors, Inc. | SEC-registered investment adviser (CRD)#123807 | MI | (269) 324-0080 |
| 8 | Dillon & Associates Inc | SEC-registered investment adviser (CRD)#104662 | MI | (517) 796-7090 |
#2Wealth Ease Wealth Management
WEALTH EASE WEALTH MANAGEMENT LLCServes this area from Marshall, MI (14 mi)#3Cws Financial Advisors LLC
CWS FINANCIAL ADVISORS LLCServes this area from Kalamazoo, MI (18 mi)#4Haverdink Financial Management, LLC
HAVERDINK FINANCIAL MANAGEMENT, L.L.C.Serves this area from Portage, MI (20 mi)#5Zhang Financial
ZHANG FINANCIAL LLCServes this area from Portage, MI (20 mi)#6626 Financial, LLC
626 FINANCIAL, LLCServes this area from Portage, MI (22 mi)#7Gasaway Investment Advisors, Inc.
GASAWAY INVESTMENT ADVISORS, INC.Serves this area from MI#8Dillon & Associates Inc
DILLON & ASSOCIATES INCServes this area from MI
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Frequently asked questions
How many retirement plan advisors serve Battle Creek?
We list 8 retirement plan advisors serving Battle Creek, MI: 0 based there and 8 serving it from nearby. 8 of the top 8 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Battle Creek?
The top-ranked retirement plan advisors serving Battle Creek, MI are Miller Financial Services LLC, Wealth Ease Wealth Management, Cws Financial Advisors LLC, Haverdink Financial Management, LLC and Zhang Financial. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Battle Creek are verified against official records?
8 of the top 8 match an active official record: Miller Financial Services LLC (U.S. Securities and Exchange Commission), Wealth Ease Wealth Management (U.S. Securities and Exchange Commission), Cws Financial Advisors LLC (U.S. Securities and Exchange Commission), Haverdink Financial Management, LLC (U.S. Securities and Exchange Commission) and Zhang Financial (U.S. Securities and Exchange Commission), and 3 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .