Advisor at Fairway Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fairway Investment Group, LLC
Location
Mt. Pleasant, MI
Credentials
Series 66
Industry experience
3 years
Pamela Helfer is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and three years of industry experience. She has been with Fairway since 2024 and is also affiliated with MEA Financial Services and Paradigm Equities, where she has worked since 2021. Outside of her advisory roles, she works as a substitute teacher for Mount Pleasant 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 uses a combination of fundamental, technical, and cyclical analysis to tailor investment recommendations and conducts ongoing portfolio reviews without discretionary trading by its advisors.
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.
Mt. Pleasant, MI
Michigan
Fairway Investment Group, LLC
2024 - Present (2 years)
MEA Financial Services
2021 - Present (5 years)
Paradigm Equities, Inc.
2021 - Present (5 years)
Farwell Area Schools
1998 - 2025 (27 years)
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Other specialized services
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