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Advisor

Gary Aidem

A & L Financial Services · Rochester, Michigan

Gary Aidem is a fee-only financial advisor at A & L Financial Services in Rochester, Michigan. A & L Financial Services reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmA & L Financial Services
Based in Rochester, Michigan
Fee model (firm's Form ADV)Percentage of assets
Assets under management$53.7M across 129 accounts
SEC registration Investment adviser representative in MI, TX · CRD 4575799
Exams passedSeries 65 (2010)
Firm size3 employees
Disclosures None reported

How Gary's firm compares

  • A & L Financial Services's average account is about $417,000, from its Form ADV (assets managed divided by 129 accounts).

What fee-only advisors charge in Michigan

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Questions about Gary

Is Gary Aidem a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and A & L Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Gary charge for financial advice?

Gary's firm, A & L Financial Services, reports charging a percentage of assets on its SEC Form ADV.

Where is Gary Aidem based?

Gary Aidem is based in Rochester, Michigan.

Is Gary Aidem registered with the SEC?

Yes. Gary Aidem is registered as an investment adviser representative in MI and TX (CRD 4575799), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does A & L Financial Services manage?

A & L Financial Services reports $53.7M across 129 accounts in assets under management.

How do I contact Gary Aidem?

Contact details aren't on file yet. Search for A & L Financial Services.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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