A complete list of active advisors currently associated with Cardinal Financial Consultants, LLC
Warmer can help you find a great advisor at Cardinal Financial Consultants, LLC or one who fits your needs even better.
Cardinal Financial Consultants, LLC is a single-advisor registered investment adviser managing about $18 million for roughly 84 clients, offering discretionary and non-discretionary portfolio management to individuals, high‑net‑worth clients, qualified plans, trusts, estates and businesses. Advisory services span cash management and traditional investments (stocks, bonds, mutual funds, ETFs, municipal and government securities) and also include option contracts and insurance products such as life insurance and fixed annuities. The firm describes a blended investment approach that combines fundamental analysis with extensive charting, technical and cycle/timing analysis, and it adjusts portfolio cash exposure to manage market risk while generally seeking to hold investments long term. The brochure notes the advisor may employ option contracts and, with written client consent, use margin or leverage and subscribes to external timing and newsletter services as part of its research process. Compared with many solo independent advisers, the brochure highlights a few uncommon features: the principal maintains an active insurance license and the firm lists insurance products among its offerings, it trades derivatives (options) as part of its strategies, and it discloses historical disciplinary matters (including a regulatory censure related to options authority and an arbitration loss). The firm is also in the process of merging its client accounts into another advisory firm with the principal’s planned retirement, a transitional detail that prospective clients may want to consider.
To learn more about the advisors currently working at Cardinal Financial Consultants, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Okemos, MI
| 39
|
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