626 Financial, LLC

626 Financial, LLC (CRD# 306474) is a financial advisory firm headquartered in Portage, MI. They manage $287,205,847 in 1,089 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
7950 Moorsbridge Road, Suite 104, Portage, MI 49024
https://www.626financial.com
By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    1,089
    ACCOUNTS
  • Average Account Value
    $263,734
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, LA, MI, NH, SC, TX, WI

Financial Advisors at 626 Financial, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Thomas Anderton, financial advisor Portage MI
Thomas W. Anderton
CRD#: 4972508
7950 Moorsbridge Road, Suite 104, Portage, MI 49024

Thomas Anderton (CRD# 4972508) is an Investment Advisor Representative working at 626 Financial, LLC in Portage, MI and has over 17 years of experience in the finance industry.

2
Ann Davis, financial advisor Portage MI
Ann Davis
CRD#: 5829092
7950 Moorsbridge Road, Suite 104, Portage, MI 49024

Ann Davis (CRD# 5829092) is an Investment Advisor Representative working at 626 Financial, LLC in Portage, MI and has over 11 years of experience in the finance industry.

3
Ryan Howard, financial advisor Portage MI
Ryan C. Howard
CRD#: 5704424
7950 Moorsbridge Road, Suite 104, Portage, MI 49024

Ryan Howard (CRD# 5704424) is an Investment Advisor Representative working at 626 Financial, LLC in Portage, MI and has over 10 years of experience in the finance industry.

4
Karen Morse, financial advisor Portage MI
Karen D. Morse
CRD#: 2200990
7950 Moorsbridge Road, Suite 104, Portage, MI 49024

Karen Morse (CRD# 2200990) is an Investment Advisor Representative working at 626 Financial, LLC in Portage, MI and has over 31 years of experience in the finance industry.

5
Brant Shrimplin, financial advisor Portage MI
Brant Shrimplin
CRD#: 4620977
7950 Moorsbridge Road, Suite 104, Portage, MI 49024

Brant Shrimplin (CRD# 4620977) is an Investment Advisor Representative working at 626 Financial, LLC in Portage, MI and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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