Gasaway Investment Advisors, Inc.

Gasaway Investment Advisors, Inc. (CRD# 123807) is a financial advisory firm headquartered in Portage, MI. They manage $100,814,370 in 607 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    607
    ACCOUNTS
  • Average Account Value
    $166,086
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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 - 5 of 5 top financial advisors.
1
Charles E. Gasaway
CRD#: 722081
515 East Centre Avenue, Portage, MI 49002
96
Wealthminder
score

Charles Gasaway (CRD# 722081) is an Investment Advisor Representative working at Gasaway Investment Advisors, Inc. in Portage, MI and has over 36 years of experience in the finance industry. Charles 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
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 27 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.

3
Bernard A. Bedell
CRD#: 6063999
Brighton, MI
90
Wealthminder
score

Bernard Bedell (CRD# 6063999) is an Investment Advisor Representative working at Gasaway Investment Advisors, Inc. in Brighton, MI and has over 5 years of experience in the finance industry.

4
Trent R. Strang
CRD#: 6395360
515 East Centre Avenue, Portage, MI 49002
90
Wealthminder
score

Trent Strang (CRD# 6395360) is an Investment Advisor Representative working at Gasaway Investment Advisors, Inc. in Portage, MI and has 1 year of experience in the finance industry.

5
Katie A. Berghuis
CRD#: 4655261
515 East Centre Avenue, Portage, MI 49002
88
Wealthminder
score

Katie Berghuis (CRD# 4655261) 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.

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