Mark Slager

Advisor at Edward Jones — Bloomingdale, MI

Updated today

Credentials

CFP®, Series 66

Experience

12 years

Location

Bloomingdale, MI

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,150 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Mark Slager is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Bloomingdale, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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

12 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
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Chase I

CFP®, ChFC®, Series 65

Kalamazoo, MI

Gasaway Investment Advisors, Inc.

Chase Imberger is a CFP® and ChFC® with six years of experience in financial advising, currently serving at Gasaway Investment Advisors, Inc. in Kalamazoo, MI. His background includes roles at Calvin College and Calvin University, as well as Caring Transitions. Outside of his advisory work, he is a professional disc golfer and volunteers as a general member of Junior Chamber International in Kalamazoo and Grand Rapids. Gasaway Investment Advisors, Inc. offers investment management, financial planning, and third-party administration services for qualified retirement plans, serving individuals, pension plans, trusts, estates, and corporations. The firm employs an active, long-term investment approach with tailored allocations and provides specialized services for employer-sponsored retirement plans.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Caitlin B

Series 63, Series 65

Kalamazoo, MI

Gasaway Investment Advisors, Inc.

Caitlin Borton is a financial advisor at Gasaway Investment Advisors, Inc. in Kalamazoo, MI, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, CX Institutional, LPL Financial, and Oak Point Financial Group. Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third-party administration services for qualified retirement plans and individual clients, including high-net-worth individuals. The firm employs an active, long-term investment approach using ETFs, mutual funds, CDs, and U.S. Treasuries, and offers specialized services for employer-sponsored plans such as fiduciary management and participant education.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Ethan T

ChFC®, Series 65

Kalamazoo, MI

Gasaway Investment Advisors, Inc.

Ethan Thies is a ChFC® and Series 65 accredited financial advisor with three years of industry experience. He has worked at Gasaway Investment Advisors, Inc. since 2021 and has prior experience in various fields including construction and property services. Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third-party administration and recordkeeping services for qualified retirement plans. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and corporations, managing approximately $173.1 million in client assets with an active, long-term investment approach focused on diversified, tailored allocations.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Peter D

Series 65

Kalamazoo, MI

Gasaway Investment Advisors, Inc.

Peter De Kruyter is a financial advisor at Gasaway Investment Advisors, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Gasaway, he worked at Grand Wealth Management and has experience in educational roles at Calvin University, Zeeland West High School, and South Olive Christian School. Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third-party administration and recordkeeping services for qualified retirement plans. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and corporations, managing approximately $173.1 million in client assets with an active, long-term investment approach.

Retirement plans for business owners (SEP, solo 401k)
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, serving as an advisor at Gasaway Investment Advisors, Inc. in Kalamazoo, MI. He has been with the firm since 1993 and also teaches retirement planning and group benefits as an adjunct professor at Calvin University. Additionally, he serves on the executive board of Center Point Church and is treasurer of its foundation. Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third-party administration and recordkeeping services for qualified retirement plans. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and corporations, managing approximately $173.1 million in client assets through an active, long-term investment approach with tailored allocations and fiduciary services for employer-sponsored plans.

Retirement plans for business owners (SEP, solo 401k)
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