Jerry B. Love
ARCADIA INVESTMENT MANAGEMENT CORP
KALAMAZOO, MI 49007
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CRD#: 4631038
Professional summary
Jerry Bert Love, CFP® is a registered financial advisor currently at ARCADIA INVESTMENT MANAGEMENT CORP located in Kalamazoo, Michigan.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jerry has worked at 1 firm .
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.
JERRY B. LOVE, CPA, CFP (SOLE PROPRIETOR)
SELECTED FINANCIAL PLANNING, ESTATE PLANNING, TAX WORK AND TRUSTEE/OTHER SERVICES. SOME MEASURE OF INVESTMENT CONSIDERATIONS IS A COMPONENT OF THE SERVICES PROVIDED. A VERY LIMITED NUMBER OF CLIENTS, BY DESIGN. OVER THE COURSE OF THE YEAR, NEGLIGIBLE AMOUNT OF BILLABLE TIME DURING TRADING HOURS OF 9:30-4:00 EST.
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Bert Love'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: 2000
Experience
Current
February 16, 2004 - Present
ARCADIA INVESTMENT MANAGEMENT CORP
Office #1: 259 E. Michiagn Avenue Suite 308, Kalamazoo, MI 49007RIA
CRD#: 104867
KALAMAZOO, 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".
AI
ARCADIA INVESTMENT MANAGEMENT CORP
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(2/16/2004)
IAR
Michigan(5/21/2010)
Exams
Current Firm
AI
ARCADIA INVESTMENT MANAGEMENT CORP
ARCADIA INVESTMENT MANAGEMENT CORP
CRD#: 104867 / SEC#: 801-29203
RIA
Registered Investment Advisory firm - (3/20/1987 Approved)Upgrade to AdvisorCheck Premium
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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
4
SEC notice filing (8 States and Territories)
Documents
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 | ||
| 11/01/2024 | ||
| 10/28/2023 |
Red Flags
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Company Information
ARCADIA INVESTMENT MANAGEMENT CORP
CRD#: 104867Kalamazoo, MI 49007TRUST BUT VERIFY
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