#1Sugar Maple Asset Management, LLC
SUGAR MAPLE ASSET MANAGEMENT, LLC
Serves this area from Sister Bay, WI (44 mi)
Retirement Plan Advisors in Delta County, MI
The top-ranked retirement plan advisors serving Delta County, MI are Sugar Maple Asset Management, LLC, B.a. Roberts Financial Services, Inc. and Blueprint Partners LLC. We list 3 retirement plan advisors serving Delta County, MI. 3 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 Delta County, MI. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Delta County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Sugar Maple Asset Management, LLC | SEC-registered investment adviser (CRD)#282632 | Sister Bay, WI (44 mi) | (920) 585-4985 |
| 2 | B.a. Roberts Financial Services, Inc. | SEC-registered investment adviser (CRD)#289856 | Marquette, MI (57 mi) | (906) 228-5564 |
| 3 | Blueprint Partners LLC | SEC-registered investment adviser (CRD)#312902 | Greilickville, MI (93 mi) | (231) 668-4147 |
#2B.a. Roberts Financial Services, Inc.
B.A. ROBERTS FINANCIAL SERVICES, INC.Serves this area from Marquette, MI (57 mi)#3Blueprint Partners LLC
BLUEPRINT PARTNERS LLCServes this area from Greilickville, MI (93 mi)
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Frequently asked questions
How many retirement plan advisors serve Delta County?
We list 3 retirement plan advisors serving Delta County, MI: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Delta County?
The top-ranked retirement plan advisors serving Delta County, MI are Sugar Maple Asset Management, LLC, B.a. Roberts Financial Services, Inc. and Blueprint Partners LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Delta County are verified against official records?
3 of the top 3 match an active official record: Sugar Maple Asset Management, LLC (U.S. Securities and Exchange Commission), B.a. Roberts Financial Services, Inc. (U.S. Securities and Exchange Commission) and Blueprint Partners LLC (U.S. Securities and Exchange Commission). 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 .
Communities served
Escanaba, Gladstone, Rapid River, Garden, Rock