Charles John Ybema

Employer firm

F L Putnam Investment Management Co. CRD 106223

$9.72B regulatory AUM 81 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 10/2020
  Gimbal Capital Management
  Grandville, MI
• 10/2020 → 05/2026
  Arcadia Investment Management Corp
  Kalamazoo, MI
• 04/2026 → Present
  F L Putnam Investment Management Co.
  Kalamazoo, MI

Previous Registrations

• 2021-01-08 → 2026-05-21
  Arcadia Investment Management Corp
  Kalamazoo, MI
• 2015-08-18 → 2020-10-13
  Gimbal Capital Management
  Grandville, MI
• 2012-03-22 → 2013-09-16
  Morgan Stanley
  Grand Rapids, MI
  Grand Rapids, MI
  Kalamazoo, MI
• 2006-09-27 → 2007-06-26
  J.P. Morgan Securities Inc.
  Grand Rapids, MI
• 2005-04-13 → 2006-09-27
  Banc One Securities Corporation
  Grand Rapids, MI
  Chicago, IL
  Grand Rapids, MI
• 2004-01-20 → 2004-06-28
  Wells Fargo Clearing Services, Llc
  Brentwood, TN

Other Businesses

Mr. Ybema is the Managing Member of 1757 Properties LLC dba Lafayette Creamery, which is not investment related. Lafayette Creamery, located at 109 W. Main St. in Hopkins, MI, is involved in the manufacture, distribution, serving, and catering of super-premium ice cream and operates a retail shop with other local food items. Mr. Ybema provides operational and managerial duties and support or approximately 100 hours per month, none of which are during securities trading hours

Exams

• S66 Uniform Combined State Law Examination
  2012-03-20
• S63 Uniform Securities Agent State Law Examination
  1998-01-12
• S65 Uniform Investment Adviser Law Examination
  1998-01-12

Other Names

• Chuck Ybema