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Our Story

Based in Kalamazoo, MI, the founders of 626 Financial have a collective 40 years of experience in the financial services industry. Their collective backgrounds in investment planning, insurance services and financial planning brings a unique and broad knowledge base to the table.

Being one of only a few father/son teams in the industry, our partnership goes back many years. Robert, the senior founder of 626 Financial, started his career in the 1970’s in the insurance business with Lincoln National. From there he moved on to investment management with E.F. Hutton for 10 years. He was then offered and took the Director of Annuity and Insurance position at Fahnestock & Co, which eventually bought Oppenheimer & Co. Inc.

Being a constant coach and leader Robert got Brant interested in the stock market at a young age. In fact, one of the first Christmas presents Brant received in lieu of a three-wheeler was shares of Disney stock.

The excitement of having ownership in a corporation peaked Brant’s interest in financial services at an early age. From that point on Brant was dedicated to learning as much about the financial services industry as he could. This dedication to finance took him to many well known firms throughout the U.S.

Although Bob and Brant dreamed and talked of owning a practice together for years, their financial careers did not cross paths until 2002. After working together for seven years at Oppenheimer & Co. Inc. they decided it was time to make their lifelong dream a reality.

On 6/26/2009 Bob and Brant, along with many of their long term loyal clients, opened the doors to 626 Financial.