MFG Investments, LLC logo

MFG Investments, LLC

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Client assets under management

$145,000,000

Clients

344

15% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

69

Typical

Average account size

$421,512

About

MFG Investments, LLC primarily serves individual and high‑net‑worth clients and manages approximately $145 million for roughly 344 client accounts with a team of five advisors. The firm provides discretionary portfolio management, standalone financial planning and consulting, and may implement unaffiliated model portfolios or engage third‑party money managers to manage client assets.

MFG typically operates with discretionary trading authority and uses a mix of fundamental analysis, modern portfolio theory and both long‑ and short‑term trading strategies, tailoring allocations to individual objectives and risk tolerances. Custodial and execution arrangements are concentrated with a single institutional custodian the firm recommends, and the firm may aggregate household accounts for fee determination while noting that tax efficiency is not a primary objective unless agreed otherwise.

The firm offers no‑cost educational seminars and workshops for groups on investing and personal finance, a service that is uncommon among comparable team advisors. Advisors are also registered representatives of a broker‑dealer and licensed insurance agents—creating potential commission‑related conflicts of interest—and the brochure discloses state consent orders in 2020 and 2023 related to transacting without registration that resulted in administrative payments.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management

Fee options

Percentage

up to 1.50% annually (negotiable)

Commissions

Registered representatives earn commissions from securities sales; insurance agents earn commissions from insurance products.

Other

Fee-only: Portfolio management fees up to 1.50% annually, negotiable; financial planning fees negotiable, billed quarterly.

Main office location

MFG Investments, LLC

150 Himmelein Road, Ste 9

Medford NJ 08055, United States

Number of offices

2

Most active in

Delaware · Florida · Maryland · New Jersey · North Carolina · Pennsylvania · South Carolina · Texas

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

Wallace K

Series 63, Series 65

Ocean View, DE

MFG Investments, LLC

Wallace Kennedy is a financial advisor at MFG Investments, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and Osaic Wealth, Inc. Kennedy is also involved in producing a podcast that discusses financial planning, investments, and basketball. MFG Investments serves individual clients across a range of wealth levels, offering discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, provides model portfolios, and offers educational seminars and workshops at no charge.

Wealth management
user avatar

Brian H

CFP®, ChFC®, Series 66

Medford, NJ

MFG Investments, LLC

Brian Hoguet is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with MFG Investments, LLC since 2005 and has prior experience at Securities America, Inc. and Securities Service Network, Inc. He also holds a registered representative license with Osaic Wealth, Inc. and is an insurance agent providing coverage solutions for clients. MFG Investments serves individual clients, including both non-high-net-worth and high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory, providing tailored strategies with regular account reviews and educational seminars.

Wealth management
user avatar

Austin K

Series 66

Medford, NJ

MFG Investments, LLC

Austin Kennedy is an advisor at MFG Investments, LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at Osaic Wealth, Inc. and Securities America, Inc. He is also involved in insurance-related activities. MFG Investments serves individual clients across wealth levels, providing discretionary portfolio management and financial planning with a focus on fundamental analysis and modern portfolio theory. The firm offers educational seminars and workshops and may allocate client assets to third-party money managers as part of its advisory services.

Wealth management
user avatar

Bradley D

Series 63, Series 65

Medford, NJ

MFG Investments, LLC

Bradley Denn is a financial advisor with MFG Investments, LLC, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has worked at MFG Investments since 2004 and has prior experience at Securities America, Inc., Securities Service Network, Inc., and Padden & Company LLC, where he is a partner at a CPA firm. Denn serves as a board member of the Medford Memorial Community Center and the Medford Township Police Foundation, and he holds the position of treasurer for the Sheffield Court Homeowners Association. MFG Investments serves individual clients across a range of net worth levels, offering discretionary portfolio management and financial planning. The firm employs tailored investment strategies based on fundamental analysis and modern portfolio theory, providing regular account reviews and educational seminars.

Wealth management
user avatar

Kevin K

Series 66

Medford, NJ

MFG Investments, LLC

Kevin Kennedy is an investment advisor representative at MFG Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc. and Triton Pacific Securities, LLC. In addition to his advisory role, he hosts a podcast called Money Moves under MFG Investments. MFG Investments serves individual clients across a range of wealth levels, providing discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, offering tailored investment solutions and educational seminars.

Wealth management
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