Hall & Romkema Financial Services, LLC

Hall & Romkema Financial Services, LLC (CRD# 124609) is a financial advisory firm headquartered in East Lansing, MI. They manage $75,890,657 in 278 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $272,988
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, OH

Financial Advisors at Hall & Romkema Financial Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Terry L. Hall
CRD#: 2779481
3495 Coolidge, East Lansing, MI 48823
93
Wealthminder
score

Terry Hall (CRD# 2779481) is an Investment Advisor Representative working at Hall & Romkema Financial Services, LLC in East Lansing, MI and has over 14 years of experience in the finance industry.

2
James J. Matuszak
CRD#: 2048308
3495 Coolidge, East Lansing, MI 48823
93
Wealthminder
score

James Matuszak (CRD# 2048308) is an Investment Advisor Representative working at Hall & Romkema Financial Services, LLC in East Lansing, MI and has over 27 years of experience in the finance industry.

3
Joe A. Romkema
CRD#: 4617991
3495 Coolidge, East Lansing, MI 48823
93
Wealthminder
score

Joe Romkema (CRD# 4617991) is an Investment Advisor Representative working at Hall & Romkema Financial Services, LLC in East Lansing, MI and has over 14 years of experience in the finance industry.

4
Richard L. Tanke
CRD#: 4619156
3495 Coolidge, East Lansing, MI 48823
93
Wealthminder
score

Richard Tanke (CRD# 4619156) is an Investment Advisor Representative working at Hall & Romkema Financial Services, LLC in East Lansing, MI and has over 14 years of experience in the finance industry.

5
Katie P. Western
CRD#: 5910024
3495 Coolidge, East Lansing, MI 48823
90
Wealthminder
score

Katie Western (CRD# 5910024) is an Investment Advisor Representative working at Hall & Romkema Financial Services, LLC in East Lansing, MI and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.