Koele Godfrey Investment Group

What Koele Godfrey Investment Group does

Koele Godfrey Investment Group is a privately held advisory firm founded in 2003 and based in Zeeland, Michigan, United States. According to the only descriptive source available, the firm provides personal financial planning strategies alongside insurance, tax, and budgeting services, positioning it as a small-scale retail wealth and household finance advisory rather than an institutional asset manager.

The firm operates with a headcount in the 1-10 range per the available firmographic data, indicating a boutique practice. No information was disclosed regarding its specific product set, technology stack, proprietary tools, pricing structure, or distribution channels — the firm's website (koelegodfrey.com) displays only a loading/verification page, and all structured fields including headcount, customers, technology, partnerships, certifications, and revenue are empty in the source data. Consequently, the operating model, client acquisition mechanics, and revenue mix (fee-based vs. commission-based) cannot be verified from the input.

There is no evidence in the available data of funding history, acquisitions, M&A activity, product launches, regulatory actions, leadership changes, or any other corporate development events. Ownership structure, legal entity details, subsidiary relationships, and operating geographies beyond the Zeeland base are also unspecified. The analytical picture is therefore limited to a small, privately held, single-office U.S. financial advisory practice of undetermined scale.

Name

Koele Godfrey Investment Group

Website

https://koelegodfrey.com

Company type

Private

Founded year

2003

Headcount range

1–10 employees

Short description

Koele Godfrey Investment Group is a small private U.S. financial advisory firm, founded in 2003 and based in Zeeland, Michigan, providing financial planning, insurance, tax, and budgeting services to retail clients.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Financial planning services
• Insurance advisory
• Tax planning services
• Personal budgeting advisory
• Wealth advisory

Headquarters

HQ city

Zeeland

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Koele Godfrey Investment Group is an advisory firm that delivers financial planning strategies, insurance solutions, tax guidance, and budgeting services to clients. The firm combines these four practice areas to provide integrated personal financial advice rather than standalone product sales.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Strategies

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Northwestern Mutual: Mutual company offering financial planning, life insurance, and investment advisory services to individuals — directly comparable bundled offering of insurance and financial planning, with a similar relationship-driven advisor model.
• Cambridge Investment Research: Independent broker-dealer supporting financial advisors across the U.S. offering financial planning, investment, and insurance services — comparable independent advisor support model.
• Fisher Investments: Large independent money management firm providing discretionary portfolio management and financial planning to individual and institutional clients — adjacent advisory offering at much larger scale.
• Cetera Financial Group: Independent advisor network supporting thousands of financial professionals serving individual households with financial planning, investment, and insurance solutions — comparable independent advisor business model targeting similar clients.
• Raymond James Financial: Diversified financial services firm with a large independent advisor channel providing financial planning, investment, and tax advisory to households — directly comparable advisory relationship model.
• Ameriprise Financial: Diversified financial services company offering financial planning, investments, insurance, and banking to individuals and small businesses — overlapping multi-product advisory offering that competes for the same household-client segment.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting independent financial advisors who provide financial planning, investments, and insurance to individual clients — directly comparable independent advisory practice model.
• Robert W. Baird: Employee-owned wealth management and investment firm with a strong Midwestern footprint offering financial planning and investment advisory to individuals and families — geographic and product overlap with Koele Godfrey's West Michigan presence.
• Edward Jones: A large national financial advisory franchise with thousands of branch offices serving individual households with financial planning, investments, and insurance — directly comparable service mix to Koele Godfrey, though at vastly greater scale and with a single advisor per branch model.

Emerging players

• Hightower Advisors: Fast-growing RIA platform that acquires and supports boutique wealth management firms offering financial planning, investment, and tax advisory to HNW households — comparable boutique advisory focus and a potential acquirer/affiliation partner.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights3 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Koele Godfrey Investment Group