Polaris Greystone Financial Group, LLC

Polaris Greystone Financial Group, LLC (CRD# 158718) is a financial advisory firm headquartered in San Rafael, CA. They manage $975,530,000 in 2,842 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    976
    MILLION
  • Total Number of Accounts
    2,842
    ACCOUNTS
  • Average Account Value
    $343,255
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.

AK, AZ, CA, CO, DE, FL, HI, ID, IL, MI, MT, NC, NH, NV, OH, OR, TX, UT, WA

Financial Advisors at Polaris Greystone Financial Group, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Jeffrey J. Powell
CRD#: 2289402
824 E St, San Rafael, CA 94901
106
Wealthminder
score

Jeffrey Powell (CRD# 158718) is an Investment Advisor Representative working at Polaris Greystone Financial Group. in San Rafael, CA and has almost 25 years of experience in the finance industry.

 

Polaris Greystone Financial Group, LLC is an independently owned, Securities and Exchange Commission (SEC) Registered Investment Adviser.  We are a fee-only adviser and do not charge commissions for buying or selling stocks or bonds. Our services include: tactical portfolio management, private wealth management and financial planning… all provided with unparalleled individual attention focused on developing successful, long-term relationship.

 

Jeff is the co-founder of Polaris Greystone Financial Group, LLC.  He is the firm’s Managing Partner and Chief Investment Officer. Jeff has almost 25 years of experience in the financial services industry and has extensive knowledge in macro-economic trends, fundamental and technical evaluations of individual stocks, and portfolio management.  Prior to co-founding Polaris Greystone, Jeff managed two other investment advisory firms (Polaris Wealth and Polaris Equity). He has also worked for Franklin Funds, Smith Barney, and Merrill Lynch.

2
Darren F. Kalb
CRD#: 5137660
824 E Street, San Rafael, CA 94901
96
Wealthminder
score

Darren Kalb (CRD# 5137660) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in San Rafael, CA and has over 8 years of experience in the finance industry. Darren Kalb 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
Ryuto Kawai
CRD#: 5780870
824 E Street, San Rafael, CA 94901
96
Wealthminder
score

Ryuto Kawai (CRD# 5780870) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in San Rafael, CA and has over 6 years of experience in the finance industry. Ryuto Kawai 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.

4
Daniel P. McGovern
CRD#: 3122260
824 E Street, San Rafael, CA 94901
96
Wealthminder
score

Daniel McGovern (CRD# 3122260) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in San Rafael, CA and has over 17 years of experience in the finance industry. Daniel McGovern 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
John E. Mullins
CRD#: 1340975
305 W. Big Beaver, Suite 205, Troy, MI 48084
96
Wealthminder
score

John Mullins (CRD# 1340975) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in Troy, MI and has over 31 years of experience in the finance industry. John Mullins 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
Eric W. Babcock
CRD#: 2549938
305 W. Big Beaver, Suite 205, Troy, MI 48084
93
Wealthminder
score

Eric Babcock (CRD# 2549938) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in Troy, MI and has over 21 years of experience in the finance industry.

7
Kristie L. Guadiano
CRD#: 5096290
305 W. Big Beaver, Suite 205, Troy, MI 48084
93
Wealthminder
score

Kristie Guadiano (CRD# 5096290) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in Troy, MI and has over 10 years of experience in the finance industry.

8
Brian J. Hays
CRD#: 1949958
One Riverway, Suite 1200, Houston, TX 77056
93
Wealthminder
score

Brian Hays (CRD# 1949958) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in Houston, TX and has over 27 years of experience in the finance industry.

9
Jeremy D. Witbeck
CRD#: 6134040
824 E Street, San Rafael, CA 94901
93
Wealthminder
score

Jeremy Witbeck (CRD# 6134040) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in San Rafael, CA and has over 3 years of experience in the finance industry. Jeremy Witbeck 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.

10
Alexis M. Cavanagh
CRD#: 6087189
305 W. Big Beaver, Suite 205, Troy, MI 48084
90
Wealthminder
score

Alexis Cavanagh (CRD# 6087189) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in Troy, MI and has over 4 years of experience in the finance industry.

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