Mark Slager

Advisor at Edward Jones — Bloomingdale, MI

Updated today

Credentials

CFP®, Series 66

Experience

13 years

Location

Bloomingdale, MI

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,119 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Mark Slager is a CFP® professional with 13 years of experience in the financial services industry, all of which have been with Edward Jones. He holds a Series 66 license and is based in Bloomingdale, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business exit / sale strategy General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Bloomingdale, MI

Bloomingdale MI

Advisors at this office

1

Most active in

Arizona · Michigan · Texas

Work history

13 years of industry experience

Edward Jones

2013 - Present • 13 years

St Louis, MO

Disclosures

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

Business activities & affiliations

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Terry R

CFA®, Series 63

Mattawan, MI

Sequence Analytix, LLC

Terry Rau is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Sequence Analytix, LLC, where he has worked since 2018. Prior to that, he spent three years at Arcadia Investment Management. Sequence Analytix provides discretionary investment management to individual and high-net-worth clients, focusing on constructing written Investment Policy Statements and delivering periodic reviews and retirement income projections. The firm uses algorithmic, rules-based methods that emphasize mean reversion and price momentum, managing sequence-of-returns and volatility risk for clients near or in retirement through low-cost ETFs and quantitatively ranked individual equities.

Retirement income strategy Passive / index investing Active portfolio management Approaching retirement
user avatar

Chase I

CFP®, ChFC®, Series 65

Kalamazoo, MI

Gasaway Investment Advisors, Inc.

Chase Imberger is a CFP®, ChFC®, and Series 65-licensed advisor with six years of industry experience currently with Gasaway Investment Advisors, Inc. Prior to joining Gasaway in 2020, he worked at Calvin College and Calvin University, and earlier at Caring Transitions. Outside of his advisory role, he is a professional disc golfer, an umpire for men’s summer Sunday baseball, and serves on the board of Loaves and Fishes, a local charity. Gasaway Investment Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm combines long-term, actively managed investment strategies with thorough fund manager screening and offers integrated retirement plan third-party administration and recordkeeping services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Retired
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Caitlin B

Series 63, Series 65

Kalamazoo, MI

Gasaway Investment Advisors, Inc.

Caitlin Borton is a financial advisor with Gasaway Investment Advisors, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with firms including Ameriprise Financial Services, CX Institutional, LPL Financial, and Oak Point Financial Group. Gasaway Investment Advisors serves individual and high-net-worth clients as well as institutional entities such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan third-party administration, combining long-term active allocations with manager screening and sector adjustments across a five-advisor team.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Retired
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Ethan T

ChFC®, Series 65

Kalamazoo, MI

Gasaway Investment Advisors, Inc.

Ethan Thies is a financial advisor at Gasaway Investment Advisors, Inc. in Kalamazoo, MI, holding the ChFC® designation and Series 65 license with four years of industry experience. Before joining Gasaway Investment Advisors in 2021, he worked in various roles across several industries including water treatment, lawn care, and education. Gasaway Investment Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm combines long-term, actively managed investment strategies with ongoing performance monitoring and offers integrated retirement plan administration and fiduciary services through its Alliance Retirement Plan Solutions.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Retired
user avatar

James G

CFP®, ChFC®, Series 63, Series 65

Kalamazoo, MI

Gasaway Investment Advisors, Inc.

James Gasaway is a CFP® and ChFC® with 20 years of industry experience. He has been with Gasaway Investment Advisors, Inc. since 1994. Gasaway also teaches retirement planning and group benefits as an adjunct professor at Calvin University and serves on the executive board of Center Point Church. Gasaway Investment Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides discretionary investment management, financial planning, and qualified retirement plan third-party administration and recordkeeping services, managing approximately $173 million across a five-advisor team.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Retired
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Morgan H

Series 66

Allegan, MI

Fairway Investment Group, LLC

Morgan Hunt is an investment advisor representative at Fairway Investment Group, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked in education at Martin Public Schools for seven years. In addition to his advisory role, Hunt is also a representative of MEA Financial Services, where he is licensed to sell certain insurance products. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based portfolio management through LPL Financial–sponsored programs and employs a non-discretionary investment approach guided by tailored client profiles and a combination of fundamental, technical, and cyclical analysis.

Wealth management Real estate investing Educators, Teachers, and Academics
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