A complete list of active advisors currently associated with Hallgren Financial LLC
Warmer can help you find a great advisor at Hallgren Financial LLC or one who fits your needs even better.
Hallgren Financial provides discretionary portfolio management to individuals, high‑net‑worth clients, pension or profit‑sharing plans, and business entities, working with a small client base rather than mass retail accounts. The firm manages approximately $59 million across about 20 client relationships and creates individualized portfolios based on each client’s objectives, time frame, and risk parameters. The firm’s stated investment approach is tactical asset allocation, with periodic rebalancing to capture short‑term market opportunities and return portfolios to strategic mixes. Portfolios may include mutual funds, ETFs, stocks, bonds and, at times, leveraged or inverse funds; the brochure notes the elevated volatility and compounding risks associated with leveraged and inverse products. Distinctive features include a relatively high assets‑per‑client concentration for a single‑advisor practice and a formal onboarding process that uses an 11‑facet financial survey to produce individualized Client Investment Profiles. The advisor meets with clients at least quarterly, operates under discretionary authority, and has documented safeguards for third‑party transfer instructions while recommending an independent custodian relationship.
To learn more about the advisors currently working at Hallgren Financial 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 |
|---|---|---|
Kalamazoo, MI
| 10
|
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