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Daren Bahr Shavell

Investment adviser representative at Calder Financial Group
12 yearsExperience
1 stateRegistered in
CFADesignation
$297MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Calder Financial GroupFeb 2019 to now
  2. Centennial Securities CompanyMay 2014 to now

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (MI).

Calder Financial Group

Legal name: Calder Investment Advisors

$297MAssets managed
544Clients
5Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4628419
Firm CRD
143973
Advisor's SEC record (opens in a new tab)
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