Advisors at this firm
Jason K
Series 63, Series 66
East Lansing, MI
Fairway Investment Group, LLC
Jason Keene is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Fairway Investment Group since 2017 and also maintains roles with Mea Financial Services and Paradigm Equities, Inc. Outside of his advisory work, he is involved in agricultural activities through Keene Farms, LLC, where he oversees planting and harvesting of crops, and serves as MEA-FSA Union President, handling bargaining and grievance matters. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm customizes investment strategies using a detailed investor profile and employs fundamental, technical, and cyclical analysis, focusing on a membership-based client population rather than high-net-worth individuals.
Jeffrey C
Series 66
Adrian, MI
Fairway Investment Group, LLC
Jeffrey Condon is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Fairway Investment Group since 2021 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory role, he serves as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves individual clients connected to the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on client objectives and combines fundamental, technical, and cyclical analysis without permitting discretionary trading by its advisors at the individual account level.
Scott W
Series 63, Series 65
East Lansing, MI
Fairway Investment Group, LLC
Scott Warriner is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fairway Investment Group since 2016 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Outside of advisory work, Warriner serves as a broadcast announcer for the Michigan High School Athletic Association wrestling finals. 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 based on client objectives and regularly monitors and rebalances portfolios.
Bryan F
Series 66
East Lansing, MI
Fairway Investment Group, LLC
Bryan Frazzini is an Investment Advisor Representative with Fairway Investment Group, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Fairway, he worked at Jackson National and maintains a long-term role as Sales Manager at SWAT Environmental, where he designs radon mitigation systems. He is also affiliated with Paradigm Equities and MEA Financial Services in capacities related to financial and insurance services. Fairway Investment Group primarily serves individual clients connected to the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm employs a tailored investment approach based on client profiles and uses multiple forms of analysis, with trading discretion typically exercised at the program level rather than by individual advisors.
Scott A
Series 66
Belmont, MI
Fairway Investment Group, LLC
Scott Angebrandt is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has been affiliated with Fairway Investment Group, MEA Financial Services, and Paradigm Equities since 2018. Outside of his advisory role, Angebrandt works as a teacher with Kent ISD and provides homebound teaching services. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association and their families, offering fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on investor profiles and employs fundamental, technical, and cyclical analysis, focusing on a membership-based client population rather than high-net-worth individuals.
Kenneth C
Series 63, Series 65
Grandville, MI
Fairway Investment Group, LLC
Kenneth Cook is a financial advisor with Fairway Investment Group, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience and has been affiliated with Paradigm Equities, Inc. and MEA Financial Services since 2011. Outside of his advisory role, he is an insurance representative licensed to sell various insurance products. Fairway Investment Group primarily serves individual clients within the Michigan Education Association membership and their families, offering fee-based portfolio management and advisory services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and does not allow discretionary trading by its advisors on client accounts.
Julie J
Series 63, Series 65
Kalamazoo, MI
Fairway Investment Group, LLC
Julie Jones is a financial advisor with Fairway Investment Group, LLC in Kalamazoo, MI, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Fairway Investment Group since 2018 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of finance, she serves as an official for competitive cheer competitions and coaches high school athletes in the Gull Lake Community Schools. Fairway Investment Group primarily serves individual clients connected to the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on fundamental, technical, and cyclical analysis, with ongoing portfolio reviews and rebalancing, and focuses on membership-based clients rather than high-net-worth individuals.
Patrick S
Series 63, Series 65
Byron Center, MI
Fairway Investment Group, LLC
Patrick Sokol is an investment advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fairway Investment Group, Paradigm Equities, and MEA Financial Services since 2016. Prior to his financial services career, he worked for 25 years at Kelloggsville Public Schools. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association and their families, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on client objectives and employs fundamental, technical, and cyclical analysis without discretionary trading by its advisors.
Donna B
Series 63, Series 66
Midland, MI
Fairway Investment Group, LLC
Donna Bowen is an Investment Advisor Representative at Fairway Investment Group, LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and has a background spanning nearly three decades in education with Bullock Creek Schools. Bowen is also active as an insurance representative through MEA Financial Services. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association, providing fee-based portfolio management and advisory services. The firm utilizes a range of LPL Financial-sponsored programs and employs fundamental, technical, and cyclical analysis to tailor investment recommendations based on client objectives.
Christopher M
Series 66
Grand Haven, MI
Fairway Investment Group, LLC
Christopher Myers is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has a background in education, having worked with Hamilton Community Schools for 25 years and Grand Haven Public Schools for one year. Myers is also associated with MEA Financial Services, where he is involved in insurance-related activities. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association and their families, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis and focuses on serving a membership-based client population rather than high-net-worth individuals.
Lee H
Series 66
Dundee, MI
Fairway Investment Group, LLC
Lee Haselschwerdt is an Investment Advisor Representative at Fairway Investment Group, LLC with one year of industry experience. He holds a Series 66 designation and has worked at Paradigm Equities, Inc. and MEA Financial Services since 2024. He is also a teacher at Dundee Community Schools, a role he has held since 2002. 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 tailored investment approach based on client profiles and employs fundamental, technical, and cyclical analysis, with a focus on membership-based clients rather than high-net-worth individuals.
Kalen P
Series 66
Sebewaing, MI
Fairway Investment Group, LLC
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.
Leonard G
Series 63, Series 65
Manistique, MI
Fairway Investment Group, LLC
Leonard Graham is an investment advisor representative with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has concurrently worked with MEA Financial Services and Paradigm Equities, Inc. since 2011. Outside of his advisory roles, he manages a seasonal cottage rental property on Lake Huron. Fairway Investment Group primarily serves individual clients from the Michigan Education Association membership and their families, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on fundamental, technical, and cyclical analysis, focusing on membership-based clients rather than high-net-worth individuals.
Jacob F
Series 66
East Lansing, MI
Fairway Investment Group, LLC
Jacob Fox is a financial advisor at Fairway Investment Group, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Paradigm Equities, MEA Financial Services, and Fahey Schultz Burzych Rhodes among other roles. Outside of advisory work, he serves as Director of Compliance at MEA Financial Services, overseeing insurance-related activities. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association and their families, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis, with ongoing portfolio reviews and rebalancing.
Lowell C
Series 66
Newport, MI
Fairway Investment Group, LLC
Lowell Conner is a financial advisor at Fairway Investment Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Fairway since 2017. Conner is also involved with MEA Financial Services as an insurance representative. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs that utilize fundamental, technical, and cyclical analysis tailored to client objectives.