Thaddeus D. Phelps,  CFP<sup>&reg;</sup> - Financial Advisor

Thaddeus D. Phelps, CFP®

ChFC®, APMA®

Advanced Wealth Management

2960 Lucerne Drive, Suite 201
Grand Rapids, MI 49546
FINANCIAL ADVISOR'S WEBSITE
(612) 671-2740
(616) 425-7520
CONNECT WITH Thaddeus
  • linkedin link

General

Thaddeus Phelps is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advanced Wealth Management in Grand Rapids, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - APMA®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Career Change, Investment Management, Estate Planning, Government & Military, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources