Fairway Investment Group, LLC logo

Fairway Investment Group, LLC

Updated today

Client assets under management

$95,183,469

Clients

791

1% high-net-worth

Advisors

27

of 27 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

29

Very Low

Average account size

$120,333

About

Fairway Investment Group provides fee‑based investment advisory and portfolio management primarily to members of the Michigan Education Association and their families, as well as to individual retirement accounts, trusts, estates and small businesses. The firm reports roughly $96 million in assets under management across about 791 client relationships served by 27 investment professionals.

The firm delivers advice through LPL Financial‑sponsored programs (Strategic Wealth Management, Optimum Market Portfolios, Model Wealth Portfolios and Guided Wealth Portfolios) and uses an Investor Profile Questionnaire to tailor asset allocation and periodic rebalancing. Fairway generally operates on a non‑discretionary basis—its investment adviser representatives do not have authority to trade client accounts on a discretionary basis even though some LPL program models may permit discretionary trading.

Fairway is a wholly owned subsidiary of MEA Financial Services and its representatives are dually registered with an affiliated broker‑dealer, Paradigm Equities, which permits clients the option to implement recommendations on a commission basis and access insurance products; those affiliations and potential conflicts are disclosed in the brochure. Compared with many multi‑team peers, the firm is notable for its membership‑focused client base, its primarily non‑discretionary approach to managed assets, and an absence of standalone financial planning engagements as a core offering.

Client services

Portfolio management Educational seminars or workshops

Expertise

Wealth management Real estate investing Passive / index investing

Occupation focus

Educators, Teachers, and Academics

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Fee options

Percentage

$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)

Commissions

Commission compensation through Paradigm Equities for certain investment products; no advisory fee charged when commissions are paid on those products.

Other

Account minimum: $5,000 Fee-only: Advisory fees up to 1.5% of assets under management, negotiable, charged quarterly in advance.

Main office location

Fairway Investment Group, LLC

1216 Kendale Blvd.

East Lansing MI 48823, United States

Number of offices

2

Most active in

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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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.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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