Richard T. Feight
IAM FINANCIAL
East Lansing, MI
Some features on this profile are disabled
CRD#: 2883774
Professional summary
Richard Thomas Feight, CFP®, who also goes by Rich Feight, is a registered financial advisor currently at IAM FINANCIAL located in East Lansing, Michigan.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Richard has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Biography
Mr. Feight is a former National Board Member of the National Association of Personal Financial Advisors we he served as the membership director. He is a former committee member of the Small Business Association of Michigan's (SBAM) Strategic Communications Committee. SBAM is the largest small business association in the country. Mr. Feight is also a past President of the Financial Planning Association of Michigan (FPA®), one of the largest, most influential FPA chapters in the country, 75% of which are Certified Financial Planners® (CFP®'s). Mr. Feight obtained the CFP® at age 27 in 2001. At the time, fewer than 3% of the 55,000 CFPs were younger than age 30. In 2004 Mr. Feight joined NAPFA. Out of the 800,000 individuals in the country who claim they are financial advisors/planners, fewer than 4,000 in the country qualify for NAPFA membership. In 2011 Mr. Feight became an Enrolled Agent (EA) with the Internal Revenue Service, one of the few professional allowed to represent taxpayers before the IRS. Along with being interviewed and quoted in local and national media, Rich enjoys speaking about personal finance for industry and non-industry educational meetings alike. Rich views his role as a Fiduciary to his clients as the most important quality to any planning relationship and strives to place the interests of his clients above all others. A graduate of Michigan State University with a Finance degree, Rich enjoys running, reading, and spending time with his family.
Question & Answer
What are your service offerings?
Small Business Planning
Tax Planning
Investment Planning
Social Security Planning
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Rich Feight
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 Richard Thomas Feight'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: 2001
Experience
Current
March 3, 2010 - Present
IAM FINANCIAL
RIA
CRD#: 146156
East Lansing, MI
Past
May 22, 1997 - November 15, 2002
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
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(3/3/2010)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
IF
IAM FINANCIAL
IAM FINANCIAL | IAM FINANCIAL L.L.C.
CRD#: 146156 / SEC#:
Michigan
Registered Investment Advisory firm - (1/29/2008 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
East Lansing, MI
Mailing Address
P.o. Box 199, East Lansing, MI 48826-0199
Phone number
(517) 214-5562
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 38,940,977 |
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.
