Loran J. Filson
FINANCIAL ADVISORY
GRAND RAPIDS, MI 49546
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CRD#: 1712782
Professional summary
Loran Jay Filson, CFP®, who also goes by Loran J Filson, is a registered financial advisor currently at FINANCIAL ADVISORY CORPORATION located in Grand Rapids, Michigan.
Loran is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Loran has worked at 2 firms and has passed the Series 63 and Series 6 exams.
Biography
Having met in college, Loran and his wife Sherri have been married for over 35 years and have two adult children. Originally from Indiana and a native Hoosier, he now considers West Michigan home after moving here over 25 years ago.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
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
Loran J Filson
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.
CRS (Client Relationship Summary) - RIA
Click below to view Loran Jay Filson'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: 2000
Experience
Current
August 25, 2010 - Present
FINANCIAL ADVISORY CORPORATION
Office #1: 4251 Cascade Road Se, Grand Rapids, MI 49546RIA
CRD#: 105472
GRAND RAPIDS, MI
Past
August 15, 1990 - April 6, 1999
IFMG SECURITIES, INC.
BD
CRD#: 14416
PURCHASE, NY
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
Florida(7/7/2020)
IAR
Michigan(8/25/2010)
IAR
Texas(4/16/2020)
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
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FINANCIAL ADVISORY CORPORATION
CRD#: 105472Grand Rapids, MI 49546TRUST BUT VERIFY
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