Michael C. Kloack

MEEDER PUBLIC FUNDS

LANSING, MI 48933

Some features on this profile are disabled

CRD#: 2716760

Professional summary

Michael Calan Kloack, who also goes by Michael Calan Kloak, is a registered financial advisor currently at MEEDER PUBLIC FUNDS, INC. located in Lansing, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Calan Kloak

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.

Government Public Sector Consulting Services, LLC, P. O. Box 3330, Ann Arbor, MI 48106, August 2015, President, provides investment advisory services to Michigan municipal entities, approximately 5 hours per week, none during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Calan Kloack'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®

None

Experience

Current

May 24, 2017 - Present

MEEDER PUBLIC FUNDS, INC.

Office #1: 120 N. Washington Square Suite 300-pmb 5026, Lansing, MI 48933

RIA

CRD#: 106816

LANSING, MI

Past

September 25, 1997 - November 17, 1998

FIRST OF AMERICA SECURITIES, INC.

CRD#: 36568

KALAMAZOO, MI

Past

October 8, 1996 - September 25, 1997

NATCITY INSURANCE SERVICES, INC.

CRD#: 16989

CLEVELAND, OH

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".

MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA

Registered Investment Advisory firm - (8/6/1990 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
(9/15/2021)

IAR

Michigan
(11/27/2017)

IAR

Ohio
(5/24/2017)

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: 11/27/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/21/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/7/1996

General Securities Representative Examination

Current Firm

MEEDER PUBLIC FUNDS, INC.

CRD#: 106816 / SEC#: 801-37125

RIA

Registered Investment Advisory firm - (8/6/1990 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6125 Memorial Drive, Dublin, OH 43017

Mailing Address

P.o. Box 7177, Dublin, OH 43017

Phone number

(866) 633-3371

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MEEDER PUBLIC FUNDS, INC. - 2025 BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	781
AUM (Assets Under Management)	$ 59,252,706,118

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2024	Cover Page	Report
10/27/2023	Cover Page	Report

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.

Similar Advisors

Wesley Brown

REMNANT WEALTH

IAR

Gaithersburg, MD

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Eric Schaefer

EVERMAY WEALTH MANAGEMENT, LLC

IAR

ARLINGTON, VA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael C. Kloack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Calan Kloack's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEEDER PUBLIC FUNDS, INC.

FIRST OF AMERICA SECURITIES, INC.

NATCITY INSURANCE SERVICES, INC.

Primary Firm SEC Registration

MEEDER PUBLIC FUNDS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/27/2017

Series 63

Date: 10/21/1996

Series 7

Date: 10/7/1996

Current Firm

MEEDER PUBLIC FUNDS, INC.

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MEEDER PUBLIC FUNDS, INC.

TRUST BUT VERIFY

Similar Advisors