George D. Racette

CALDER FINANCIAL GROUP

Ada, MI 49301

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CRD#: 1156380

Professional summary

George Dirk Racette, who also goes by Dirk Racette, is a registered financial advisor currently at CALDER FINANCIAL GROUP located in Ada, Michigan.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. George has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dirk Racette

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Dirk Racette's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 29, 2011 - Present

CALDER FINANCIAL GROUP

Office #1: 7504 Thornapple River Dr. Se, Ada, MI 49301

RIA

CRD#: 143973

Ada, MI

Past

March 23, 2010 - December 31, 2010

CALDER FINANCIAL GROUP

RIA

CRD#: 143973

GRAND RAPIDS, MI

Past

September 11, 1996 - September 21, 2006

STOCKING SECURITIES CORP

CRD#: 35401

GRAND RAPIDS, MI

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".

CALDER FINANCIAL GROUP

CALDER CONSULTING GROUP | TUINSTRA TAX PLANNING | CALDER INVESTMENT ADVISORS | CALDER FINANCIAL GROUP

CRD#: 143973 / SEC#: 801-67907

RIA

Registered Investment Advisory firm - (5/21/2007 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

Illinois
(4/23/2020)

IAR

Michigan
(9/29/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/17/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/10/1996

General Securities Representative Examination

Current Firm

CALDER FINANCIAL GROUP

CALDER CONSULTING GROUP | TUINSTRA TAX PLANNING | CALDER INVESTMENT ADVISORS | CALDER FINANCIAL GROUP

CRD#: 143973 / SEC#: 801-67907

RIA

Registered Investment Advisory firm - (5/21/2007 Approved)

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Contact information

Main Address

7504 Thornapple River Dr. Se, Ada, MI 49301

Mailing Address

Phone number

(616) 235-2442

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,319
AUM (Assets Under Management)	$ 260,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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George D. Racette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Dirk Racette's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALDER FINANCIAL GROUP

CALDER FINANCIAL GROUP

STOCKING SECURITIES CORP

Primary Firm SEC Registration

CALDER FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/2010

Series 63

Date: 10/1/1996

Series 7

Date: 9/10/1996

Current Firm

CALDER FINANCIAL GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALDER FINANCIAL GROUP

TRUST BUT VERIFY

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