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Kim Mcneill Gardey

GARDEY FINANCIAL ADVISORS LLC·SAGINAW, Michigan
Series 2Clean record16 years registeredGARDEY FINANCIAL ADVISORS LLC
100 HARROW LANE, SAGINAW, MI 48638CRD# 2564418Firm CRD# 105337

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kim Mcneill Gardey · SAGINAW, MI
Registration
CRD #2564418 · GARDEY FINANCIAL ADVISORS LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: GARDEY FINANCIAL ADVISORS LLC
GARDEY FINANCIAL ADVISORS INC
Apr 2010 – Dec 2023
SAGINAW, MI
02

Registrations & Exams

FINRA examinations passed
Series 2
Registration record
First registered · April 6, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GARDEY FINANCIAL ADVISORS INC
CRD 105337 · SEC 801-22431
AUM
$228M
Regulatory assets under management
Employees
5
607 client accounts
Services offered by GARDEY FINANCIAL ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GARDEY FINANCIAL ADVISORS INC →
Introduction

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05

Frequently Asked Questions

What services does Kim Mcneill Gardey offer?
Kim Mcneill Gardey specializes in Financial Planning, Investment Management, Fee-Only Advisory.
What are Kim Mcneill Gardey's credentials?
Kim Mcneill Gardey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kim Mcneill Gardey located?
Kim Mcneill Gardey is based in SAGINAW, Michigan, last registered with GARDEY FINANCIAL ADVISORS LLC.
How does Kim Mcneill Gardey charge for services?
Kim Mcneill Gardey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARDEY FINANCIAL ADVISORS LLC?
GARDEY FINANCIAL ADVISORS LLC has approximately 5 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GARDEY FINANCIAL ADVISORS LLC

Garnet Marie Sherman
SAGINAW, MI
Jonathan Mcneill Gardey
SAGINAW, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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