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Credentials
Series 66
Experience Industry experience
6 years
Location
Sebewaing, MI
Fairway Investment Group, LLC
Team
Kalen Pokley 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 Paradigm Equities, Inc since 2019. Outside of advising, he is also a teacher at Bad Axe Public Schools. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, offering fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm operates mainly on a non-discretionary basis and employs a combination of fundamental, technical, and cyclical analysis to tailor investment recommendations.
Based on Fairway Investment Group, LLC
Based on Fairway Investment Group, LLC
$0 - $4,999: may be subject to a small account balance fee by LPL Financial $5,000 - $9,999: 0.85% annually (Guided Wealth Portfolios) $10,000 - $24,999: 1.0% annually (Strategic Wealth Management and Optimum Market Portfolios) $25,000+: 1.5% annually (Model Wealth Portfolio); fees may vary by strategist or program manager
Clients may purchase commission-based products through Paradigm Equities, Inc., separate from advisory fees.
Account minimum: $5,000 Fee-only: Advisory fees based on assets under management, negotiable up to stated maximums; payable quarterly in advance.
Sebewaing, MI
Sebewaing MI
Advisors at this office
1
Michigan
6 years of industry experience
Fairway Investment Group, LLC
2021 - Present • 5 years
East Lansing, MI
Paradigm Equities, Inc
2019 - Present • 7 years
East Lansing, MI
Bad Axe Public Schools
2016 - Present • 10 years
Bad Axe, MI
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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