Calder Investment Advisors

Calder Investment Advisors (CRD# 143973) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $202,000,000 in 345 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $585,507
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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
96 Monroe Center Nw Suite 305, Grand Rapids, MI 49503
96
Wealthminder
score

Patrick Newcombe (CRD# 2177778) 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. 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
96 Monroe Center Nw Suite 305, Grand Rapids, MI 49503
93
Wealthminder
score

Marcia Force (CRD# 5844056) is an Investment Advisor Representative working at Calder Investment Advisors in Grand Rapids, MI and has over 5 years of experience in the finance industry.

3
George D. Racette
CRD#: 1156380
96 Monroe Center Nw Suite 305, Grand Rapids, MI 49503
93
Wealthminder
score

George Racette (CRD# 1156380) is an Investment Advisor Representative working at Calder Investment Advisors in Grand Rapids, MI and has over 20 years of experience in the finance industry.

4
Charles F. Schuler
CRD#: 5785553
96 Monroe Center Nw Suite 305, Grand Rapids, MI 49503
93
Wealthminder
score

Charles Schuler (CRD# 5785553) is an Investment Advisor Representative working at Calder Investment Advisors in Grand Rapids, MI and has over 6 years of experience in the finance industry.

5
Robert R. Stark
CRD#: 1219254
96 Monroe Center Nw Suite 305, Grand Rapids, MI 49503
93
Wealthminder
score

Robert Stark (CRD# 1219254) is an Investment Advisor Representative working at Calder Investment Advisors in Grand Rapids, MI and has over 32 years of experience in the finance industry.

6
Thomas D. Glover
CRD#: 5983208
96 Monroe Center Nw Suite 305, Grand Rapids, MI 49503
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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