Gasaway Investment Advisors, Inc.

Gasaway Investment Advisors, Inc. (CRD# 123807) is a financial advisory firm headquartered in Portage, MI. They manage $134,033,518 in 680 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $197,108
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.

FL, IL, MI, TX

Financial Advisors at Gasaway Investment Advisors, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
James E. Gasaway
CRD#: 2068064
515 East Centre Avenue, Portage, MI 49002
96
Wealthminder
score

James Gasaway (CRD# 2068064) is an Investment Advisor Representative working at Gasaway Investment Advisors, Inc. in Portage, MI and has over 28 years of experience in the finance industry. James Gasaway 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
Charles E. Gasaway
CRD#: 722081
515 East Centre Avenue, Portage, MI 49002
93
Wealthminder
score

Charles Gasaway (CRD# 722081) is an Investment Advisor Representative working at Gasaway Investment Advisors, Inc. in Portage, MI and has over 37 years of experience in the finance industry.

3
Katie A. Berghuis
CRD#: 4655261
515 East Centre Avenue, Portage, MI 49002
90
Wealthminder
score

Katie Berghuis (CRD# 4655261) is an Investment Advisor Representative working at Gasaway Investment Advisors, Inc. in Portage, MI and has over 3 years of experience in the finance industry.

4
Trent R. Strang
CRD#: 6395360
515 East Centre Avenue, Portage, MI 49002
88
Wealthminder
score

Trent Strang (CRD# 6395360) is an Investment Advisor Representative working at Gasaway Investment Advisors, Inc. in Portage, MI and has over 2 years of experience in the finance industry.

5
Connor J. Bauserman
CRD#: 6285911
515 East Centre Avenue, Portage, MI 49002
87
Wealthminder
score

Connor Bauserman (CRD# 6285911) is an Investment Advisor Representative working at Gasaway Investment Advisors, Inc. in Portage, MI and has 1 year of experience in the finance industry.

6
Joseph F. Voellm
CRD#: 6798748
515 East Centre Avenue, Portage, MI 49002
87
Wealthminder
score

Joseph Voellm (CRD# 6798748) is an Investment Advisor Representative working at Gasaway Investment Advisors, Inc. in Portage, MI and has 1 year of experience in the finance industry.

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