Smalley Investments Employee Directory

Investment ManagementMichigan, United States2-10 Employees

At Smalley Investments - we help our clients live better financial lives.

We combine personalized, one-on-one wealth advisory services with online tools to manage your entire financial life from one consolidated and secure place.

We pull it all together and provide you with strategies & options.

We are financial advisors, consultants, managers, and educators. We will help you get organized, consolidated, focused, and make sure that everything you have works well together to help you achieve your dreams.

We provide fiduciary services and institutional investment management to organizations large and small.

For more than fifteen years we have been managing institutional investments, including endowment funds, retirement plans, and workers' compensation funds. Talk to us to see how we can assist you in performing your fiduciary responsibilities and optimize your organization's investments.

The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Fixed insurance products and services are separate from and not offered through Commonwealth.
  
Securities & advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Smalley Investments
213 East Saint Joseph Street
Lansing, MI 48933
(517) 487-4850
www.smalleyinvestments.com

Find Smalley Investments employees' phone numbers or email addresses

Smalley Investments Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Smalley Investments's Leadership

  • Stylized image of a person
    C. T.
    Partner
    Phone icon
  • Stylized image of a person
    K. O.
    Managing Director, Retirement Plan Division
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  • Stylized image of a person
    C. W.
    Office Manager / Insurance Specialist
    Phone icon
  • Stylized image of a person
    R. B.
    Financial Advisor
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  • Stylized image of a person
    S. S.
    Administrative Assistant
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  • Stylized image of a person
    C. L.
    Client Ambassador
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  • Stylized image of a person
    E. H.
    Client Services Representative
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  • Stylized image of a person
    R. L.
    Client Ambassador
    Phone icon

Contact profiles from Smalley Investments

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. T.
    Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    K. O.
    Managing Director, Retirement Plan Division
    Phone icon
    United StatesMichigan
    Sep 08, 2025
  • Stylized image of a person
    C. W.
    Office Manager / Insurance Specialist
    Phone icon
    United StatesMichigan
    May 04, 2024
  • Stylized image of a person
    R. B.
    Financial Advisor
    Phone icon
    Nov 19, 2025
  • Stylized image of a person
    S. S.
    Administrative Assistant
    Phone icon
    Nov 21, 2025
  • Stylized image of a person
    C. L.
    Client Ambassador
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    E. H.
    Client Services Representative
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    R. L.
    Client Ambassador
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Smalley Investments known for?

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Smalley Investments was founded in 1999 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Smalley Investments's company overview page for more information.

What is Smalley Investments's most common email format?

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Smalley Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Smalley Investments email formats with LeadIQ.

How many employees does Smalley Investments have currently?

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Smalley Investments has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Smalley Investments's key employees and leadership?

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As of December 2025, Smalley Investments's key employees include:

  • Partner: C. T.
  • Managing Director, Retirement Plan Division: K. O.
  • Office Manager / Insurance Specialist: C. W.
  • Financial Advisor: R. B.
  • Administrative Assistant: S. S.

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