Investment adviser representative · Lafleur & Godfrey Private Wealth Management
Zachary T. Falconer
CRD 6530776 · Grand Rapids, MI
At a glance
Zachary T. Falconer is an investment adviser representative with Lafleur & Godfrey Private Wealth Management in Grand Rapids, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Zachary’s SEC record dates to 2015, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Lafleur & Godfrey Private Wealth ManagementSince October 2025Grand Rapids, MI · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Zachary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Lafleur & Godfrey Private Wealth Management
- John K. KoczaraGrand Rapids · Chartered Financial Analyst
- Sahana MadhanagopalGrand Rapids · Chartered Financial Analyst
- Andrew P. MeyersGrand Rapids · Certified Financial Planner
- Aaron M. RitsemaGrand Rapids · Certified Financial Planner
- Daniel S. VantimmerenGrand Rapids
Every advisor at Lafleur & Godfrey Private Wealth Management →Lafleur & Godfrey Private Wealth Management: assets, clients and custodians →Financial advisors in Grand Rapids, MI →Every Lafleur & Godfrey Private Wealth Management advisor in Grand Rapids →Advisor Moves: who changed firms this week →