Paul G. Anthes
FINANCIAL ADVISORY
GRAND RAPIDS, MI 49546
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CRD#: 1037884
Professional summary
Paul George Anthes, CFP® is a registered financial advisor currently at FINANCIAL ADVISORY CORPORATION located in Grand Rapids, Michigan.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Paul has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Biography
Paul and his wife, both lifelong residents of West Michigan, have been married over 39 years and have two children. Paul enjoys staying active throughout all four seasons and particularly enjoys golf throughout the summer months as well as platform tennis and skiing during the winter.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Estate Planning
Do you have an area of expertise or specialization?
Charitable Giving
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
?LOGICAL CHOICE TECHNOLOGIES
GWINNETT PROGRESS CENTER
1045 PROGRESS CIRCLE
LAWRENCEVILLE, GA 30043
?IT IS NOT INVESTMENT-RELATED
?NATURE OF BUSINESS IS TECHNOLOGY FOR SCHOOLS
?POSITION AND RELATIONSHIP IS MEMBER OF BOARD OF DIRECTORS
?START DATE IS 1990
?APPROXIMATELY 5 HOURS DEVOTED EACH MONTH
?APPROXIMATELY 4 HOURS DEVOTED EACH MONTH DURING TRADING HOURS
?DUTIES INCLUDE READING INFORMATION ABOUT THE COMPANY, TELEPHONE CONFERENCE CALLS, AND ATTENDING BOARD MEETINGS
CRS (Client Relationship Summary) - RIA
Click below to view Paul George Anthes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1984
Experience
Current
August 25, 2010 - Present
FINANCIAL ADVISORY CORPORATION
Office #1: 660 Cascade West Pkwy Se, Grand Rapids, MI 49546RIA
CRD#: 105472
GRAND RAPIDS, MI
Past
July 6, 1988 - July 2, 1996
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
July 1, 1988 - July 13, 1988
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
August 3, 1982 - July 1, 1988
BMMG CAPITAL CORP.
BD
CRD#: 7304
Past
May 24, 1982 - March 4, 1985
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FINANCIAL ADVISORY CORPORATION
FINACIAL ADVISORY CORPORATION | FINANCIAL ADVISORY CORPORATION | FINANCIAL ADVISORY CORP
CRD#: 105472 / SEC#: 801-33761
RIA
Registered Investment Advisory firm - (1/27/1989 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(8/25/2010)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FINANCIAL ADVISORY CORPORATION
FINACIAL ADVISORY CORPORATION | FINANCIAL ADVISORY CORPORATION | FINANCIAL ADVISORY CORP
CRD#: 105472 / SEC#: 801-33761
RIA
Registered Investment Advisory firm - (1/27/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4251 Cascade Road S.e., Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 235-5260
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,222 |
| AUM (Assets Under Management) | $ 971,844,364 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 | ||
| 06/19/2024 | ||
| 10/05/2023 | ||
| 01/04/2023 |
Red Flags
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Company Information
FINANCIAL ADVISORY CORPORATION
CRD#: 105472Grand Rapids, MI 49546TRUST BUT VERIFY
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