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Jonathan Gardey

Gardey Financial Advisors

100 Harrow Lane

Saginaw, MI 48638
(989) 7913880

Secuiring Your Financial Future

About Gardey Financial Advisors

Gardey Financial Advisors, an investment management and financial planning firm, founded in 1985 by Kim Gardey, has grown into a team of 18 associates including five Certified Financial Planner professionals and a Chartered Financial Analyst. These professionals work to secure your financial future.

Our Advisors have backgrounds that include over 300 years of professional investment management and financial planning experience. These professionals have additional experience in everything from brokerage firms, corporate finance and bank trust departments to higher education, insurance, and real estate. This ensures that you will receive only sound financial advice. We work closely with our client's attorneys, tax preparers, and other professionals.

Gardey Financial Advisors services are provided on a fee basis with compensation solely through fees paid directly to the firm by clients. Commissions are not accepted from any source. Professional advice is provided but no products(i.e., stocks, mutual funds, insurance or annuities) are ever sold. Gardey Financial Advisors believes there is a significant conflict of interest if an advisor stands to gain financially from the purchase of any product that he or she recommends to a client. Gardey Financial Advisors is a Fiduciary and the firm's compensation is structured to ensure that all recommendations that are made are in the best interest of the client.

General Information

Firm Start Year

1985

No.of Employees

10-19

CRD#

2564418

Firm CRD#

105337

Name of Custodial Firm

Charles Schwab & Co., Inc.

States Licensed in

MI

Years of Experience in Financial Services

25

Number of Years with Current Firm

25

I work with the following types of clients

Businesses, Charitable Trusts, Non-Profit Organizations, Individual Investors

Foreign Languages Serviced

none

Services

Investment Types

Insurance, Mutual Funds, Commodities, Alternative Investments, Stocks, Bonds, Exchange Traded Funds (ETFs)

I can meet clients in the following ways

Via phone, At my office, Via email

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst

Financial Organization Memberships

Chartered Financial A, Certified Financial Planner, Paladin Registry

Firm Information

Assets Managed by Advisor

$200,000,000

Compensation and Fees

Fee Structure

I am a Fee-Only financial professional

Minimum Portfolio Size for New Managed Accounts

$500000

Compensation Methods

Based on Assets

Education

MBA - Finance and in Money and Financial Markets - Finance

Columbia University
1991 - 1993