Calvin
Chanski
Captrust Financial Advisors
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About this Advisor
Calvin Chanski is a financial advisor based in Holland, Michigan, working with Captrust Financial Advisors. Calvin has previously held positions at Wells Fargo Advisors Financial Network LLC and Captrust Financial Advisors. Calvin has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Calvin is part of Captrust Financial Advisors, which operates out of Holland, Michigan. The firm has 26 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Captrust Financial Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Financial Advisors Brokerage Details
$1,700,964,820
26
2,850
$596,830
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Calvin Chanski Work History
Captrust Financial Advisors
Captrust Financial Advisors
Wells Fargo Advisors Financial Network LLC
Disclosures
Please visit the SEC profile of Calvin Chanski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust Financial Advisors
Holland, MI
Holland, MI
Holland, MI
Holland, MI
Holland, MI
Holland, MI
Holland, MI
Holland, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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