BrianKage- Financial Advisor Grand Rapids, MI

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About Brian Kage

My financial career began in 2011 after I graduated from Washington & Jefferson College. I have spent over 10 years in the mortgage industry as an underwriter, gaining an understanding of risk assessment, financial regulations, and debt analysis. This experience allows me to offer a unique perspective in helping clients achieve their long-term financial goals.

Prior to joining the Omada Wealth Advisors team in 2024, I worked at another wealth management firm. I believe that my analytical mindset, attention to detail, and strong communication skills are valuable assets to the team. My goal is to simplify complex financial concepts and empower clients to make informed decisions while building lasting relationships and helping ensure long-term financial peace of mind in today's ever-evolving financial landscape.

I have been married to my wife, Molly, since 2017. We enjoy traveling and discovering new restaurants. In my free time, I love golfing, staying active and fit, and spending time boating and kayaking at the family cottage.

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General Information

Firm Start Year

2008

CRD#

5866659

Firm CRD#

146936

Name of Broker/Dealer

Benjamin F. Edwards

Name of Custodial Firm

Pershing

Number of Years with Current Firm

Disclosures

BFE Client Relationship Summary

BFE Firm Brochure

BFE Wrap Fee Program Brochure

Brian Kage ADV 2B

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Additional Detailed Disclosures
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Paladin Research Report For:

Brian Kage

Benjamin F. Edwards