Advisor at Fairway Investment Group, LLC
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Location
Sebewaing, MI
Credentials
Series 66
Industry experience
6 years
Kalen Pokley is a financial advisor at Fairway Investment Group, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Fairway Investment Group since 2021 and Paradigm Equities since 2019. Outside of his financial advisory roles, he is also employed as a teacher at Bad Axe Public Schools. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm customizes investment strategies based on client profiles and employs a combination of fundamental, technical, and cyclical analysis.
Based on Fairway Investment Group, LLC
Based on Fairway Investment Group, LLC
$0+: Up to 1.5% annually (negotiable depending on program and client) $5,000 - $10,000: Small account balance fee may be charged by LPL (for GWP under $10,000)
Commission compensation through Paradigm Equities for certain investment products; no advisory fee charged when commissions are paid on those products.
Account minimum: $5,000 Fee-only: Advisory fees up to 1.5% of assets under management, negotiable, charged quarterly in advance.
Sebewaing, MI
Michigan
Fairway Investment Group, LLC
2021 - Present (5 years)
Paradigm Equities, Inc
2019 - Present (7 years)
Bad Axe Public Schools
2016 - Present (10 years)
Caseville Public Schools
2013 - 2016 (3 years)
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