Calder Financial Group

Calder Financial Group (CRD# 143973) is a financial advisory firm headquartered in Ada, MI. They manage $260,500,000 in 1,266 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
7504 Thornapple River Dr. Se, Ada, MI 49301
http://www.facebook.com/calderinvestmentadvisors
By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    1,266
    ACCOUNTS
  • Average Account Value
    $205,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MI, MN, WI

Financial Advisors at Calder Financial Group
Showing 1 - 5 of 5 top financial advisors.
1
Patrick Newcombe, financial advisor Ada MI
Patrick O. Newcombe
CRD#: 2177778
7504 Thornapple River Dr. Se, Ada, MI 49301

Patrick Newcombe (CRD# 2177778) is an Investment Advisor Representative working at Calder Financial Group in Ada, MI and has over 28 years of experience in the finance industry.

2
George Racette, financial advisor Ada MI
George D. Racette
CRD#: 1156380
7504 Thornapple River Dr. Se, Ada, MI 49301

George Racette (CRD# 1156380) is an Investment Advisor Representative working at Calder Financial Group in Ada, MI and has over 27 years of experience in the finance industry.

3
Daren Shavell, financial advisor Ada MI
Daren B. Shavell
CRD#: 4628419
7504 Thornapple River Dr. Se, Ada, MI 49301

Daren Shavell (CRD# 4628419) is an Investment Advisor Representative working at Calder Financial Group in Ada, MI and has over 15 years of experience in the finance industry.

4
Robert Stark, financial advisor Ada MI
Robert R. Stark
CRD#: 1219254
7504 Thornapple River Dr. Se, Ada, MI 49301

Robert Stark (CRD# 1219254) is an Investment Advisor Representative working at Calder Financial Group in Ada, MI and has over 40 years of experience in the finance industry.

5
Kelly Eggleston, financial advisor Ada MI
Kelly E. Eggleston
CRD#: 7287128
7504 Thornapple River Dr. Se, Ada, MI 49301

Kelly Eggleston (CRD# 7287128) is an Investment Advisor Representative working at Calder Financial Group in Ada, MI and has over 3 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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