Gardey Financial Advisors LLC

Gardey Financial Advisors LLC (CRD# 105337) is a financial advisory firm headquartered in Saginaw, MI. They manage $177,000,000 in 198 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $893,939
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, MI, PA

Financial Advisors at Gardey Financial Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Thomas R. Chisholm
CRD#: 1136665
100 Harrow Lane, Saginaw, MI 48638
96
Wealthminder
score

Thomas Chisholm (CRD# 1136665) is an Investment Advisor Representative working at Gardey Financial Advisors LLC in Saginaw, MI and has over 33 years of experience in the finance industry. Thomas Chisholm 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
Lisa J. Whelton
CRD#: 4180986
100 Harrow Lane, Saginaw, MI 48638
96
Wealthminder
score

Lisa Whelton (CRD# 4180986) is an Investment Advisor Representative working at Gardey Financial Advisors LLC in Saginaw, MI and has over 15 years of experience in the finance industry. Lisa Whelton 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.

3
Robert M. Whiting
CRD#: 5771522
100 Harrow Lane, Saginaw, MI 48638
93
Wealthminder
score

Robert Whiting (CRD# 5771522) is an Investment Advisor Representative working at Gardey Financial Advisors LLC in Saginaw, MI and has over 6 years of experience in the finance industry.

4
Jonathan M. Gardey
CRD#: 5030529
100 Harrow Lane, Saginaw, MI 48638
90
Wealthminder
score

Jonathan Gardey (CRD# 5030529) is an Investment Advisor Representative working at Gardey Financial Advisors LLC in Saginaw, MI and has 1 year of experience in the finance industry. Jonathan Gardey 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.

5
Kim M. Gardey
CRD#: 2564418
100 Harrow Lane, Saginaw, MI 48638
90
Wealthminder
score

Kim Gardey (CRD# 2564418) is an Investment Advisor Representative working at Gardey Financial Advisors LLC in Saginaw, MI and has 1 year of experience in the finance industry. Kim Gardey 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.

6
Melissa A. Seamon
CRD#: 5771478
100 Harrow Lane, Saginaw, MI 48638
90
Wealthminder
score

Melissa Seamon (CRD# 5771478) is an Investment Advisor Representative working at Gardey Financial Advisors LLC in Saginaw, MI and has 1 year of experience in the finance industry. Melissa Seamon 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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