Fairway Investment Group, LLC logo

Fairway Investment Group, LLC

Updated today

Client AUM

$105,775,434

Clients

838

Advisors

29

across 23 offices

About

Fairway Investment Group primarily serves members of the Michigan Education Association (MEA) and their families, along with individual clients, trusts, estates and select businesses, offering fee‑based investment advisory and portfolio management services. The firm delivers advice through LPL Financial‑sponsored programs — including Strategic Wealth Management, Optimum Market Portfolios, Model Wealth Portfolios and Guided Wealth Portfolios — and tailors recommendations to each client’s objectives.

The firm operates predominantly on a non‑discretionary basis; as of March 13, 2026 it reported $107,053,311 managed on a non‑discretionary basis and it does not permit its IARs to effect discretionary trading for client accounts. Advisors use an Investor Profile Questionnaire to determine asset allocation and employ fundamental, technical and cyclical analysis, with regular monitoring and rebalancing and the option to select LPL or third‑party strategists for model portfolios (some LPL programs grant LPL discretionary authority to implement the selected strategy).

Fairway Investment Group is affiliated under common control with MEA Financial Services and Paradigm Equities, Inc., and its IARs are dually registered as broker‑dealer representatives and licensed insurance agents, relationships the brochure discloses as potential conflicts of interest. The firm also documents a practice of hosting or participating in educational meetings and client workshops and receiving support or reimbursement from LPL and product sponsors, a combination of affiliations and client‑education activities that is less common among comparable team firms.

Client services

Portfolio management Educational seminars or workshops

Expertise

Wealth management Passive / index investing Real estate investing

Occupation focus

Educators, Teachers, and Academics

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Fee options

Percentage

$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

Commissions

Clients may purchase commission-based products through Paradigm Equities, Inc., separate from advisory fees.

Other

Account minimum: $5,000 Fee-only: Advisory fees based on assets under management, negotiable up to stated maximums; payable quarterly in advance.

Main office

See office

1216 Kendale Blvd.

East Lansing MI 48823

Advisors at this office

6

Most active in

Michigan

Also doing business as

Fairway Investment Group, LLC · Fairway Wealth Management

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

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Jason K

Series 63, Series 66

East Lansing, MI

Fairway Investment Group, LLC

Jason Keene is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Fairway Investment Group since 2017 and is also involved with Mea Financial Services and Paradigm Equities, Inc. Outside of finance, he is the owner of Keene Farms, LLC, which is engaged in crop planting and harvesting, and serves as the president of the MEA-FSA union. 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 investment advisory and portfolio management services, operating predominantly on a non-discretionary basis and utilizing multiple LPL Financial-sponsored programs tailored to client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Jeffrey C

Series 66

Adrian, MI

Fairway Investment Group, LLC

Jeffrey Condon is a Series 66 licensed advisor with six years of industry experience, currently serving at Fairway Investment Group, LLC. His prior roles include positions at Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, he assists as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating largely on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Scott W

Series 63, Series 65

East Lansing, MI

Fairway Investment Group, LLC

Scott Warriner is a financial advisor with Fairway Investment Group, LLC in East Lansing, MI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fairway Investment Group since 2016 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, Warriner serves as a broadcast announcer for the Michigan High School Athletic Association wrestling finals. 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 investment advisory and portfolio management services through various LPL Financial-sponsored programs, operating mainly on a non-discretionary basis and employing fundamental, technical, and cyclical analysis tailored to client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Bryan F

Series 66

East Lansing, MI

Fairway Investment Group, LLC

Bryan Frazzini is an Investment Advisor Representative at Fairway Investment Group, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Fairway Investment Group, Paradigm Equities, and MEA Financial Services since 2022. Outside of finance, he has managed sales and design at SWAT Environmental, a radon mitigation company, since 2014. Fairway Investment Group primarily serves members of the Michigan Education Association (MEA) and their families, offering fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs. The firm operates mainly on a non-discretionary basis and emphasizes tailored recommendations based on fundamental, technical, and cyclical analysis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Scott A

Series 66

Belmont, MI

Fairway Investment Group, LLC

Scott Angebrandt is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and seven years of industry experience. He also works as a teacher at Kent ISD and provides homebound instruction, serving the educational community alongside his advisory role. Scott is affiliated with MEA Financial Services and Paradigm Equities, Inc. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing mainly on non-discretionary management with tailored recommendations based on client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Kenneth C

Series 63, Series 65

Grandville, MI

Fairway Investment Group, LLC

Kenneth Cook is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He is also associated with Paradigm Equities, Inc. and MEA Financial Services, where he serves as a financial services representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, tailoring recommendations to clients’ objectives and operating mostly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Julie J

Series 63, Series 65

Kalamazoo, MI

Fairway Investment Group, LLC

Julie Jones is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Fairway since 2018 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of her financial advisory roles, Jones has been involved in coaching high school athletes in competitive cheer and sports skill development since 2024. Fairway Investment Group primarily serves members of the Michigan Education Association (MEA) and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing on non-discretionary management with tailored recommendations based on client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Patrick S

Series 63, Series 65

Byron Center, MI

Fairway Investment Group, LLC

Patrick Sokol is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Fairway Investment Group, Paradigm Equities, Inc., and MEA Financial Services since 2016. Prior to his financial advisory career, he worked 25 years with Kelloggsville Public Schools. 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 investment advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with tailored recommendations based on client objectives.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Donna B

Series 63, Series 66

Midland, MI

Fairway Investment Group, LLC

Donna Bowen is an investment advisor representative with Fairway Investment Group, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. She has previously worked at Paradigm Equities, Inc. and MEA Financial Services and spent 28 years employed at Bullock Creek Schools. Bowen is also active as an insurance representative at MEA Financial Services, with the ability to offer life and long-term care 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 provides fee-based investment advisory and portfolio management services, emphasizing a non-discretionary investment approach supported by comprehensive client profiling and regular portfolio monitoring.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Christopher M

Series 66

Grand Haven, MI

Fairway Investment Group, LLC

Christopher Myers is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Fairway Investment Group since 2020 and is also associated with Paradigm Equities, Inc. and MEA Financial Services. Prior to his current roles, Myers spent 25 years with Hamilton Community 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. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs and operates predominantly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Lee H

Series 66

Dundee, MI

Fairway Investment Group, LLC

Lee Haselschwerdt is an investment advisor representative with Fairway Investment Group, LLC and holds a Series 66 designation. He has one year of experience in the financial industry and a long-standing career as a teacher with Dundee Community Schools since 2002. He is also associated with MEA Financial Services, where he acts as an insurance representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, focusing on tailored recommendations and predominantly non-discretionary management.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Kalen P

Series 66

Sebewaing, MI

Fairway Investment Group, LLC

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.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Leonard G

Series 63, Series 65

Manistique, MI

Fairway Investment Group, LLC

Leonard Graham is an investment advisor representative with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Fairway Investment Group since 2022 and is also associated with MEA Financial Services and Paradigm Equities, Inc. Outside of his advisory work, he manages a seasonal cottage rental property on Lake Huron. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, alongside individual clients, trusts, estates, and select businesses. The firm focuses on fee-based portfolio management and delivers tailored investment advice through various LPL Financial-sponsored programs, operating mainly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Jacob F

Series 66

East Lansing, MI

Fairway Investment Group, LLC

Jacob Fox is a Series 66-licensed financial advisor with three years of industry experience. He currently serves as Chief Compliance Officer at Fairway Investment Group, LLC and has professional experience at MEA Financial Services, Paradigm Equities, Inc., and Fahey Schultz Burzych Rhodes. Fox is also involved in insurance-related compliance activities as Director of Compliance at MEA Financial Services. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating predominantly on a non-discretionary basis with a tailored investment approach.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Lowell C

Series 66

Newport, MI

Fairway Investment Group, LLC

Lowell Conner is a financial advisor with Fairway Investment Group, LLC in Newport, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Fairway Investment Group, Paradigm Equities, Inc., and MEA Financial Services since 2017, and previously spent time at Edward Jones. Conner is also involved with MEA Financial Services, where he is a licensed insurance representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating predominantly on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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