Charles J. Ybema

ARCADIA INVESTMENT MANAGEMENT CORP

KALAMAZOO, MI 49007

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CRD#: 2864900

Professional summary

Charles John Ybema, who also goes by Chuck Ybema, is a registered financial advisor currently at ARCADIA INVESTMENT MANAGEMENT CORP located in Kalamazoo, Michigan.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Charles has worked at 10 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chuck Ybema

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.

Mr. Ybema is the sole managing member of two businesses, neither of which are investment related. Lafayette Creamery is a super-premium ice cream and frozen dessert production facility and retail shop located at 7933 South 8th St. Kalamazoo, MI 49009, to which Mr. Ybema provides operational and managerial duties 80 hours per month, none of which are during securities trading hours. 1757 Properties is a leasing company located at Mr. Ybema's home address, to which Mr. Ybema provides operational and managerial duties 2.5 hours per month, none of which are during securities trading hours. Both companies were founded in 2014.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles John Ybema'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

January 8, 2021 - Present

ARCADIA INVESTMENT MANAGEMENT CORP

Office #1: 161 East Michigan Ave, Ste 500, Kalamazoo, MI 49007

RIA

CRD#: 104867

KALAMAZOO, MI

Past

August 18, 2015 - October 13, 2020

GIMBAL CAPITAL MANAGEMENT

RIA

CRD#: 122336

GRANDVILLE, MI

Past

March 22, 2012 - September 16, 2013

MORGAN STANLEY

RIA

CRD#: 149777

GRAND RAPIDS, MI

Past

August 4, 2011 - September 16, 2013

MORGAN STANLEY

CRD#: 149777

GRAND RAPIDS, MI

Past

September 27, 2006 - June 26, 2007

J.P. MORGAN SECURITIES INC.

RIA

CRD#: 18718

GRAND RAPIDS, MI

Past

July 1, 2006 - June 26, 2007

J.P. MORGAN SECURITIES INC.

CRD#: 18718

GRAND RAPIDS, MI

Past

April 13, 2005 - September 27, 2006

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

GRAND RAPIDS, MI

Past

April 13, 2005 - July 1, 2006

BANC ONE SECURITIES CORPORATION

CRD#: 16999

GRAND RAPIDS, MI

Past

January 20, 2004 - June 28, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BRENTWOOD, TN

Past

July 1, 2003 - June 28, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

April 15, 2003 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

September 11, 2000 - June 25, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

February 25, 1999 - July 17, 2000

HARRIS INVESTORLINE

CRD#: 6580

CHICAGO, IL

Past

December 24, 1997 - March 2, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

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".

ARCADIA INVESTMENT MANAGEMENT CORP

CRD#: 104867 / SEC#: 801-29203

RIA

Registered Investment Advisory firm - (3/20/1987 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
(7/5/2021)

IAR

Michigan
(1/8/2021)

IAR

North Carolina
(1/19/2021)

IAR

Texas
(1/8/2021)

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 66

Date: 3/20/2012

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/12/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/12/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/3/2011

General Securities Representative Examination

Current Firm

ARCADIA INVESTMENT MANAGEMENT CORP

CRD#: 104867 / SEC#: 801-29203

RIA

Registered Investment Advisory firm - (3/20/1987 Approved)

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Contact information

Main Address

161 East Michigan Ave, Ste 500, Kalamazoo, MI 49007

Mailing Address

Phone number

(269) 349-0800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	351
AUM (Assets Under Management)	$ 687,890,751

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/09/2025	Cover Page	Report
11/01/2024	Cover Page	Report
10/28/2023	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.

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Firm Stability Insights

Charles J. Ybema

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles John Ybema's CRS (Customer Relationship Summary).

Certified licenses

Experience

GIMBAL CAPITAL MANAGEMENT

MORGAN STANLEY

MORGAN STANLEY

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES INC.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

EQUITABLE ADVISORS, LLC

HARRIS INVESTORLINE

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ARCADIA INVESTMENT MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/20/2012

Series 65

Date: 1/12/1998

Series 63

Date: 1/12/1998

Series 7

Date: 8/3/2011

Current Firm

ARCADIA INVESTMENT MANAGEMENT CORP

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ARCADIA INVESTMENT MANAGEMENT CORP

TRUST BUT VERIFY

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