Calvin
Chanski

Captrust Financial Advisors

CRD#5561009
Investment Advisor
in Holland, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

85 E 8Th Street Suite 150
Holland, MI 49423

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Captrust Financial Advisors Brokerage Details

Total Assets Under Management

$1,700,964,820

MI Average: $943,424,332
Total Number of Employees

26

MI Average: 21
Total Number of Accounts

2,850

MI Average: 1,586
Average Account Size

$596,830

MI Average: $594,845

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

2020 - Present (4 years)

Captrust Financial Advisors

2015 - 2020 (5 years)

Captrust Financial Advisors

2008 - 2015 (7 years)

Wells Fargo Advisors Financial Network LLC

Created with Highcharts 6.0.7

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

Benjamin Anderson
Holland, MI
Patrick Colunga
Holland, MI
Jonas Rees
Holland, MI
Brendon Johnson
Holland, MI
Samuel Starks
Holland, MI
Ronald Price
Holland, MI
Scott Demaagd
Holland, MI
Ashley Ketchum
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started