President · Calder Financial Group
Brian D Riefepeters
CRD 6841794 · Named on Form ADV at one SEC-registered adviser
At a glance
Calder Financial Group, an SEC-registered wealth manager based in ADA, MI with $297 million in regulatory assets, lists Brian D Riefepeters on its Form ADV as President.
Firms and roles
- Calder Financial GroupPresidentWealth manager · ADA, MI · $297M in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- George D. RacetteCEO, Calder Financial Group
- Daren B. ShavellChief Compliance Officer, Calder Financial Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.