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Find Top Financial Advisors in Kalamazoo, Michigan

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Kalamazoo, Michigan
Last Updated - 19-Nov-2022

Kalamazoo has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 40 non-vetted advisors in your local area. These financial advisors in Kalamazoo, Michigan have an average of 19 years of experience.

NOTE: The list of financial advisors in Kalamazoo, Michigan mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Kalamazoo, Michigan.

Qualified Financial Advisors in Kalamazoo, Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
Dan Rausch
CFP®
ALLWORTH FINANCIAL
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Not Disclosed Not Specified Not Specified Fee-Based
Adam Schwallier
CFP®
SCHWALLIER WEALTH MANAGEMENT LLC
607 Cascade West Parkway SE,
Grand Rapids, MI 49546
21 $137,835,572 Not Specified Fee-Only
Ryan Lind
EDELMAN FINANCIAL ENGINES, LLC
5510 Cascade Rd SE,
Suite 280,
Grand Rapids, MI 49546
10 Not Specified Not Specified Fee-Based
Phillip Mitchell
CPA, CFA®
KROON & MITCHELL ASSET MANAGEMENT
29 Pearl St,
Ste 400,
Grand Rapids, MI 49503
21 $84M Not Specified Fee-Only
Robb A DeJonge
LUTCF®, AIF®
PRIVATE MEMBER GROUP AT NOTRE DAME FCU
2025 Edison Rd,
Suite A,
South Bend, IN 46637
25 $250 Million $250,000 Fee-Based

Information on Qualified Financial Advisors in Kalamazoo

Qualifications CRD# 5636455
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 4320 44th Street SW, Suite 102,
Grandville,
MI
49418
Phone Number 888-242-6766

Dan Rausch is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant, and financial advisor in our Grand Rapids, Michigan office. The married father of three is from Holland, Michigan and started his career as a CPA in Grand Rapids. Dan earned a bachelor’s degree at Grand Valley and his MBA at Northwestern University’s JL Kellogg School. He has over a decade of financial services experience. Dan approaches advising with the philosophy that “intentional planning can deliver predictable results.”

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4431899
Firm CRD# 143329
Series 66

Compensation/Fee Fee-Only, Hourly, Based on Assets


Office Location 607 Cascade West Parkway SE,
Grand Rapids,
MI
49546
Phone Number 616-855-2051

With more than 20 years of experience in the financial services industry, I have been helping to improve clients' long-term financial success and change lives for over 15 years as a fee-only advisor and planner at Schwallier Wealth Management. I offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. My goal is that clients are better off for having chosen me, specifically, and I strive to become an indispensable resource in helping clients attain financial peace. History: After working as an advisor at Morgan Stanley and AG Edwards and becoming disenchanted with the standard of care to clients and advisors at large wirehouse firms, I struck out on my own for clients and became a fee-only advisor foregoing any commission-based business and working for my clients directly without the conflict of interest of working for a captive brokerage firm. I am constantly reading, learning, and improving my skill-set for clients. This includes proudly becoming a member of NAPFA as a fee-only CERTIFIED FINANCIAL PLANNER professional. Personal: I reside in Tallmadge Township with my wife, Val, and my two children. I enjoy spending time with my family, playing basketball as long as my body allows, and practicing yoga.

About Schwallier Wealth Management LLC

Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 15 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace. After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters(employer and client) creates, Adam Schwallier formed this SEC-Registered Investment Advisory(RIA) firm. Schwallier Wealth Management(SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients best interests and fully disclose any conflicts of interest. As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest. Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5726311
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 5510 Cascade Rd SE,
Suite 280,
Grand Rapids,
MI
49546
Phone Number 616-426-8320

I'm passionate about working with individuals and families to help them accomplish their financial goals. In my spare time, I enjoy spending time with my wife and two daughters and being at the beach or on the golf course.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6251940
Firm CRD# 168120
Series 65

Compensation/Fee Fee-Only, Hourly, Based on Assets


Office Location 29 Pearl St,
Ste 400,
Grand Rapids,
MI
49503
Phone Number 616-356-2002

Phillip's past experience includes serving as Investment Portfolio Manager for a Mid-Michigan Insurance Company where he was responsible for investing and overseeing over $800M in Corporate, Pension, and foundation assets. Prior to this position, Phillip worked as an Equity Analyst for a value-oriented investment manager in Atlanta, Georgia. Phillip also has held the following designations: Chartered Financial Analyst (CFA), Certified Public Accountant. Certified Treasury Professional (CTP), Certified Fund Specialist (CFS) no longer active, NASD Series 65: Uniform Investment Adviser Law Examination.

About Kroon & Mitchell Asset Management

Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2912462
Firm CRD# 6413
Series 7, 24, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 2025 Edison Rd,
Suite A,
South Bend,
IN
46637
Phone Number 574-400-4786

Robb assists clients in all aspects of financial planning, including retirement, business, estate, charitable giving, asset allocation and risk management. He earned his Bachelor of Science from Indiana University in 1992 and has been helping individuals and their families since 1997. Robb is an Accredited Investment Fiduciary® (AIF®), he currently holds the Life Underwriting Training Council Fellow® (LUTCF®) designation and is a member of the National Association of Insurance and Financial Advisors. Robb is a lifelong resident of Michiana and currently lives in Niles, Michigan with his wife, Kymm. When he is not working, he enjoys traveling with Kymm, playing golf and spending time with his family, especially his new grandson.

About Private Member Group at Notre Dame FCU

At the Private Member Group, we weave the entire financial package together. From everyday banking, wealth management, and retirement planning to college saving plans, we work with you to create a personal plan designed around your individual goals. We have been proudly serving our clients for over 70 years.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Kalamazoo, Michigan (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
CWS FINANCIAL ADVISORS LLC
405 West Michigan Avenue , Suite 110,
Kalamazoo, MI 49007
$1,106,265,657 2122 A percentage of AUM
Hourly charges
Fixed fees
ARCADIA INVESTMENT MANAGEMENT CORP
125 South Kalamazoo Mall, Ste 306,
Kalamazoo, MI 49007
$652,918,613 336 A percentage of AUM
Fixed fees
WOLFF FINANCIAL MANAGEMENT LLC
5938 Venture Park Drive,
Kalamazoo, MI 49009
$409,631,923 997 A percentage of AUM
LONG ROAD INVESTMENT COUNSEL, LLC
107 W. Michigan Ave , Suite 804,
Kalamazoo, MI 49007-3946
$301,115,000 109 A percentage of AUM
TRUNORTH CAPITAL MANAGEMENT, LLC
1321 S. Westnedge Aveune,
Kalamazoo, MI 49008
$270,032,183 635 A percentage of AUM
Fixed fees
N.V.N.G. INVESTMENTS, INC.
555 Crosstown Parkway , Suite 405,
Kalamazoo, MI 49008-1982
$233,834,824 38 A percentage of AUM
GASAWAY INVESTMENT ADVISORS, INC.
7110 Stadium Drive,
Kalamazoo, MI 49009
$162,800,478 680 A percentage of AUM
Hourly charges
Fixed fees
CLEAR RIDGE WEALTH MANAGEMENT, LLC
259 E. Michigan Avenue , Suite 105,
Kalamazoo, MI 49007
$150,991,437 296 A percentage of AUM
Hourly charges
Fixed fees
BREAKWATER CAPITAL
251 N Rose Street Suite 200,
Kalamazoo, MI 49007
$131,413,439 374 A percentage of AUM
Hourly charges

    List of Additional Advisors in Kalamazoo, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Blue Star Financial Group
    Inquire with Blue
    6800 W Q Ave, Kalamazoo, MI  49009 269-321-5021
    Adam Kokinis
    Inquire with Adam
    277 South Rose St, Kalamazoo, MI  49007 269-373-2645
    Cherry Tree Financial
    Inquire with Cherry
    433 E Michigan Ave, Kalamazoo, MI  49007 269-216-7070
    Linda Enzinger
    Inquire with Linda
    5751 E G Ave, Kalamazoo, MI  49004 269-349-8006
    Robert Schauer
    Inquire with Robert
    1090 N 10th St, Ste 200, Kalamazoo, MI  49009 269-544-0210
    Neal Miedema
    Inquire with Neal
    5991 Venture Park Dr, Kalamazoo, MI  49009 269-329-1683
    Miedema & Associates
    Inquire with Miedema
    5991 Venture Park Dr, Kalamazoo, MI  49009 269-329-1683
    George Smojver
    Inquire with George
    6800 W Q Ave, Kalamazoo, MI  49009 269-321-5021
    Paul Seals
    Inquire with Paul
    1090 N 10th St, Ste 200, Kalamazoo, MI  49009 269-544-1871
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    277 South Rose St, Kalamazoo, MI  49007 269-373-2650
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