Andrew J. Roberts
FINANCIAL ADVISORY
GRAND RAPIDS, MI 49546
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CRD#: 2882524
Professional summary
Andrew James Roberts, CFP® is a registered financial advisor currently at FINANCIAL ADVISORY CORPORATION located in Grand Rapids, Michigan.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Andrew has worked at 1 firm and has passed the Series 65 exam.
Biography
Transplants from Ohio and Indiana, Andrew and his wife, Kim, have made West Michigan home since 1997. They are proud parents to four children who are in various stages of launching into adulthood. They enjoy spending time with family and friends and are active members of their church. In his free time, Andy enjoys swimming and has completed various open-water swimming events.
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
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew James Roberts'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: 1998
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
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)
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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