AdFi
ZT

Zachary Thomas Falconer

Investment Adviser Representative at LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Grand Rapids, MICRD #6530776Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Michigan
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/1/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/18/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0001.00%
Next $1,000,0000.85%
Next $3,000,0000.75%
Above $5,000,0000.50%
Source

Lafleur & Godfrey Private Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENTCurrent
10/19/2025Grand Rapids, MI
CHARLES SCHWAB & CO., INC.
12/1/201510/15/2025Grand Rapids, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

5 other advisors in the directory

View LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Thomas Falconer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Zachary Thomas Falconer - Financial Advisor in Grand Rapids, MI | AdvisorFinder