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Employer firm

Fairway Investment Group, LLC CRD 149034

$107M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Fairway Investment Group, Llc

1216 Kendale Blvd., East Lansing, MI 48823 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-24
  • MI RA
    APPROVED
    Since 2024-01-24

Branch Locations

1216 Kendale Blvd., East Lansing, MI 48823 • United States

Mt. Pleasant, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paradigm Equities, Inc. East Lansing MI 10/2021 Present
Mea Financial Services East Lansing MI 10/2021 Present
Farwell Area Schools Farwell MI 08/1998 06/2025
Fairway Investment Group, Llc East Lansing MI 01/2024 Present
  • 10/2021 → Present
    Paradigm Equities, Inc.
    East Lansing, MI
  • 10/2021 → Present
    Mea Financial Services
    East Lansing, MI
  • 08/1998 → 06/2025
    Farwell Area Schools
    Farwell, MI
  • 01/2024 → Present
    East Lansing, MI
Other Businesses

1) MEA FINANCIAL SERVICES; 1216 KENDALE BLVD, E. LANSING, MI 48823; BEGAN 10/2021; MEA FINANCIAL SERVICES REPRESENTATIVE; HRS VARY; NO SALARY UNTIL HIRED; INSURANCE REPRESENTATIVE WITH THE POSSIBILITY TO SELL LIFE, LTC AND IF LICENSED PROPERTY & CASUALTY INSURANCE; NON-INVESTMENT RELATED. 2) FAIRWAY INVESTMENT GROUP, LLC; 1216 KENDALE BLVD., E. LANSING, MI 48823. BEGAN 5/2/25; IAR; 40 HRS/WK; % OF ASSETS UNDER MANAGEMENT; DEVELOP INVESTMENT PORTFOLIOS, COMPLETE ANNUAL REVIEWS WITH CLIENTS, PROCESS RMD AND ACH REQUESTS, AND PERFORM ACCOUNT MAINTENANCE. 3) MOUNT PLEASANT PUBLIC SCHOOLS; NON-INVESTMENT RELATED; 720 N KINNEY, MT. PLEASANT, MI 48858; SUBSTITUTE TEACHER; BEGAN 9/2025; 42 - 70 HOURS/MONTH; SUBSTITUTE TEACH IN VARIOUS CLASSROOMS FOR 6TH - 12TH GRADE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-02
  • S66 Uniform Combined State Law Examination
    2024-01-02
Other Names
  • Pam S Helfer
  • Pamela Sue Fockler
  • Pamela Sue Helfer

View on SEC IAPD

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