Zachary T. Falconer

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Grand Rapids, MI 49546

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CRD#: 6530776

Professional summary

Zachary Thomas Falconer, who also goes by Zac Falconer, is a registered financial advisor currently at LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT located in Grand Rapids, Michigan.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Zachary has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zac Falconer

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 Zachary Thomas Falconer'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

October 19, 2025 - Present

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Office #1: 625 Kenmoor Ave Se Suite 209, Grand Rapids, MI 49546

RIA

CRD#: 168831

Grand Rapids, MI

Past

December 1, 2015 - October 15, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Grand Rapids, MI

Past

November 25, 2015 - October 15, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

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".

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

INVESTMENT COUNSEL A DIVISION OF LAFLEUR & GODFREY LLC | LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT | LAFLEUR & GODFREY LLC

CRD#: 168831 / SEC#: 801-78536

RIA

Registered Investment Advisory firm - (8/1/2013 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

California
(10/20/2025)

IAR

Colorado
(10/19/2025)

IAR

Illinois
(10/20/2025)

IAR

Michigan
(10/19/2025)

IAR

Ohio
(10/20/2025)

IAR

Oregon
(10/20/2025)

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: 12/1/2015

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: 11/18/2015

General Securities Representative Examination

Current Firm

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

INVESTMENT COUNSEL A DIVISION OF LAFLEUR & GODFREY LLC | LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT | LAFLEUR & GODFREY LLC

CRD#: 168831 / SEC#: 801-78536

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

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Contact information

Main Address

625 Kenmoor Ave Se Suite 209, Grand Rapids, MI 49546

Mailing Address

Phone number

(616) 942-1580

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

LAFLEUR & GODFREY LLC ADV BROCHURE PART 2A - OTHER THAN ANNUAL (10/31/2025)

Regulatory assets under management

Total Number of Accounts	811
AUM (Assets Under Management)	$ 927,418,738

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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Zachary T. Falconer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Thomas Falconer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 12/1/2015

SIE

Date: 10/1/2018

Series 7

Date: 11/18/2015

Current Firm

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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