Daren B. Shavell

CALDER FINANCIAL GROUP

Ada, MI 49301

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CRD#: 4628419

Professional summary

Daren Bahr Shavell is a registered financial advisor currently at CALDER FINANCIAL GROUP located in Ada, Michigan.

Daren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daren has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daren Bahr Shavell'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

February 25, 2019 - Present

CALDER FINANCIAL GROUP

Office #1: 7504 Thornapple River Dr. Se, Ada, MI 49301

RIA

CRD#: 143973

Ada, MI

Past

March 3, 2016 - November 21, 2018

JIM ROBERTS INVESTMENT ADVISORS LLC

RIA

CRD#: 169219

ST. JOSEPH, MI

Past

May 13, 2014 - February 20, 2019

CENTENNIAL SECURITIES COMPANY, INC.

RIA

CRD#: 7763

GRAND RAPIDS, MI

Past

May 9, 2014 - February 20, 2019

CENTENNIAL SECURITIES COMPANY, INC.

CRD#: 7763

GRAND RAPIDS, MI

Past

May 26, 2010 - May 12, 2014

THE ENTERPRISE INVESTMENT COMPANY

RIA

CRD#: 116889

FARMINGTON HILLS, MI

Past

January 20, 2009 - May 12, 2014

THE ENTERPRISE SECURITIES COMPANY

CRD#: 26598

FARMINGTON HILLS, MI

Past

May 28, 2007 - December 12, 2008

TELEMUS INVESTMENT BROKERS, LLC

CRD#: 133957

SOUTHFIELD, 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".

CALDER FINANCIAL GROUP

CALDER CONSULTING GROUP | TUINSTRA TAX PLANNING | CALDER INVESTMENT ADVISORS | CALDER FINANCIAL GROUP

CRD#: 143973 / SEC#: 801-67907

RIA

Registered Investment Advisory firm - (5/21/2007 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
(2/25/2019)

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: 7/22/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/25/2007

General Securities Representative Examination

Current Firm

CALDER FINANCIAL GROUP

CALDER CONSULTING GROUP | TUINSTRA TAX PLANNING | CALDER INVESTMENT ADVISORS | CALDER FINANCIAL GROUP

CRD#: 143973 / SEC#: 801-67907

RIA

Registered Investment Advisory firm - (5/21/2007 Approved)

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Contact information

Main Address

7504 Thornapple River Dr. Se, Ada, MI 49301

Mailing Address

Phone number

(616) 235-2442

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,319
AUM (Assets Under Management)	$ 260,700,000

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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Advisor Monitoring

Firm Stability Insights

Daren B. Shavell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daren Bahr Shavell's CRS (Customer Relationship Summary).

Certified licenses

Experience

JIM ROBERTS INVESTMENT ADVISORS LLC

CENTENNIAL SECURITIES COMPANY, INC.

CENTENNIAL SECURITIES COMPANY, INC.

THE ENTERPRISE INVESTMENT COMPANY

THE ENTERPRISE SECURITIES COMPANY

TELEMUS INVESTMENT BROKERS, LLC

Primary Firm SEC Registration

CALDER FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 7/22/2008

SIE

Date: 10/1/2018

Series 7

Date: 5/25/2007

Current Firm

CALDER FINANCIAL GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALDER FINANCIAL GROUP

TRUST BUT VERIFY

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