Adam Schwallier (CRD# 4431899) is an Investment Advisor Representative working at Schwallier Wealth Management in Grand Rapids, MI and has over 22 years of experience in the finance industry. Adam Schwallier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwallier Wealth Management LLC | Grand Rapids, MI | Sep 2007 - Current | 16 |
| Mosaic Planners And Advisors | Ada, MI | Mar 2021 - Dec 2022 | 1 |
| Steele Capital Management, Inc. | Dubuque, IA | Dec 2016 - Jun 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
- IN
- MI
-
Total Assets Under Management144MILLIONS
-
Total Number of Accounts727ACCOUNTS
-
Average Account Value$197,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IL, IN, MI
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