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firm profile

Cardinal Financial Consultants, LLC

RIA Okemos, MI CRD 147918 Last verified October 2026

Overview

Cardinal Financial Consultants, LLC is a state registered investment adviser based in Okemos, MI, registered since 2008. It reports $18M in assets under management across 84 accounts, with 1 employees.

Reported AUM
$18M
Discretionary
97%
Accounts
84
Average account
$214K
Employees
1
Registered since
2008
Jurisdictions
1

As reported in the firm's June 2025 filing.

Contact

1 phone number on file

Practice

Services
  • Individuals or Small Business
Client types
  • High Net Worth Individuals
  • Individuals
Fee structure
Commissions and Percentage of Assets

Executive officers 1 of 1

Location

Headquarters
4295 Okemos Rd Ste 120
Okemos, MI 48864
County
Ingham
Metro area
Lansing-East Lansing, MI
Region
Midwest

Registrations

Every state, with registration dates

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