Adam Schwallier, financial advisor Grand Rapids MI

Adam Schwallier

CRD Number: 4431899
Current Firm: Schwallier Wealth Management

Adam Schwallier (CRD# 4431899) is an Investment Advisor Representative working at Schwallier Wealth Management in Grand Rapids, MI and has over 19 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.

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Professional Designations
Company Name Location Dates Years
Schwallier Wealth Management LLC Grand Rapids, MI Sep 2007 - Current 13
A G Edwards & Sons Grand Rapids, MI Aug 2005 - Sep 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Adam D. Schwallier
Phone Number: 616-855-2051
Registered State(s):
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $146,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IN, MI

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