Daren
Shavell
Calder Financial Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Daren Shavell is a chartered financial analyst working in Grand Rapids, Michigan with 4 years of relevant experience. Shavell is on the advisory team at Calder Financial Group. Throughout their career, Shavell has worked at The Enterprise Securities Company and Centennial Securities Company. Shavell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Calder Financial Group is a financial advisory firm operating out of Grand Rapids, MI. It has a total of seven advisors. It controls $230 million in assets under management between its 1,032 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves four charities and foundations. Of its 1,032 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. Calder Financial Group performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management depend on which services the firm provides the client. Fee types charged by Calder Financial Group may include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Calder Financial Group Brokerage Details
$230,000,000
7
1,032
$222,868
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Daren Shavell Work History
Daren has been registered as a financial advisor for 4 years.*
Centennial Securities Company
The Enterprise Securities Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daren Shavell 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 Calder Financial Group
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
