Calder Investment Advisors

Calder Investment Advisors (CRD# 143973) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $186,402,152 in 343 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $543,447
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Calder Investment Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Patrick O. Newcombe
CRD#: 2177778
320 Hall Street Sw, Suite 201, Grand Rapids, MI 49507
96
Wealthminder
score

Patrick Newcombe (CRD# 2177778) is an Investment Advisor Representative working at Calder Investment Advisors in Grand Rapids, MI and has over 23 years of experience in the finance industry. Patrick Newcombe 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.

2
Marcia L. Force
CRD#: 5844056
320 Hall Street Sw, Suite 201, Grand Rapids, MI 49507
93
Wealthminder
score

Marcia Force (CRD# 5844056) is an Investment Advisor Representative working at Calder Investment Advisors in Grand Rapids, MI and has over 7 years of experience in the finance industry.

3
George D. Racette
CRD#: 1156380
320 Hall Street Sw, Suite 201, Grand Rapids, MI 49507
93
Wealthminder
score

George Racette (CRD# 1156380) is an Investment Advisor Representative working at Calder Investment Advisors in Grand Rapids, MI and has over 21 years of experience in the finance industry.

4
Charles F. Schuler
CRD#: 5785553
320 Hall Street Sw, Suite 201, Grand Rapids, MI 49507
93
Wealthminder
score

Charles Schuler (CRD# 5785553) is an Investment Advisor Representative working at Calder Investment Advisors in Grand Rapids, MI and has over 7 years of experience in the finance industry.

5
Robert R. Stark
CRD#: 1219254
320 Hall Street Sw, Suite 201, Grand Rapids, MI 49507
93
Wealthminder
score

Robert Stark (CRD# 1219254) is an Investment Advisor Representative working at Calder Investment Advisors in Grand Rapids, MI and has over 34 years of experience in the finance industry.

6
Thomas D. Glover
CRD#: 5983208
320 Hall Street Sw, Suite 201, Grand Rapids, MI 49507
90
Wealthminder
score

Thomas Glover (CRD# 5983208) is an Investment Advisor Representative working at Calder Investment Advisors in Grand Rapids, MI and has 1 year of experience in the finance industry. Thomas Glover 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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