MFG Investments, LLC logo

MFG Investments, LLC

Updated today

Client assets under management

$146,476,000

Clients

344

15% high-net-worth

Advisors

5

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

69

High

Average account size

$425,802

About

MFG Investments serves individual investors, including both non‑high‑net‑worth and high‑net‑worth clients, providing discretionary portfolio management and financial planning services. The firm offers tailored management using in‑house model portfolios and third‑party money managers, standalone financial planning and consulting, and advice across a broad range of securities and investment vehicles.

MFG typically manages accounts on a discretionary basis and implements strategies that include modern portfolio diversification, fundamental analysis, and both long‑ and short‑term trading; it may also allocate client assets to model portfolios or third‑party money managers. Client accounts are monitored on an ongoing basis with at least quarterly reviews, and the firm notes that tax efficiency is not its primary consideration unless agreed otherwise in writing.

A distinctive operational feature is that MFG conducts free educational seminars and workshops for groups, presenting general investment and personal finance information rather than individualized advice. Advisors at the firm are also registered representatives and licensed insurance agents—creating potential conflicts of interest related to brokerage and insurance recommendations—and the firm has consented to state enforcement orders in the past for transacting without state registration and paid administrative fines.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning

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Fee options

Fixed

Negotiable fixed fee for standalone financial planning services depending on complexity and scope.

Percentage

up to 1.50% annually

Commissions

Insurance commissions and compensation to registered representatives from securities transactions are received in addition to advisory fees.

Main office location

MFG Investments, LLC

150 Himmelein Road, Ste 9

Medford NJ 08055, United States

Number of offices

2

Most active in

Delaware · Florida · Maryland · New Jersey · North Carolina · Pennsylvania · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Wallace K

Series 63, Series 65

Ocean View, DE

MFG Investments, LLC

Wallace Kennedy is a financial advisor at MFG Investments, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and Osaic Wealth, Inc. Kennedy is also involved in producing a podcast that discusses financial planning, investments, and basketball. MFG Investments serves individual clients across a range of wealth levels, offering discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, provides model portfolios, and offers educational seminars and workshops at no charge.

General retirement planning
user avatar

Brian H

CFP®, ChFC®, Series 66

Medford, NJ

MFG Investments, LLC

Brian Hoguet is a CFP® and ChFC® with 23 years of experience in financial advising. He has been with MFG Investments, LLC since 2005 and has prior experience at Securities America, Inc. and Securities Service Network, Inc. He also holds a registered representative license with Osaic Wealth, Inc. and is an insurance agent providing coverage solutions for clients. MFG Investments serves individual clients, including both non-high-net-worth and high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm employs fundamental analysis and modern portfolio theory, providing tailored strategies with regular account reviews and educational seminars.

General retirement planning
user avatar

Austin K

Series 66

Medford, NJ

MFG Investments, LLC

Austin Kennedy is an advisor at MFG Investments, LLC with a Series 66 designation and three years of industry experience. His prior roles include positions at Osaic Wealth, Inc. and Securities America, Inc. He is also involved in insurance-related activities. MFG Investments serves individual clients across wealth levels, providing discretionary portfolio management and financial planning with a focus on fundamental analysis and modern portfolio theory. The firm offers educational seminars and workshops and may allocate client assets to third-party money managers as part of its advisory services.

General retirement planning
user avatar

Bradley D

Series 63, Series 65

Medford, NJ

MFG Investments, LLC

Bradley Denn is a financial advisor with MFG Investments, LLC, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has worked at MFG Investments since 2004 and has prior experience at Securities America, Inc., Securities Service Network, Inc., and Padden & Company LLC, where he is a partner at a CPA firm. Denn serves as a board member of the Medford Memorial Community Center and the Medford Township Police Foundation, and he holds the position of treasurer for the Sheffield Court Homeowners Association. MFG Investments serves individual clients across a range of net worth levels, offering discretionary portfolio management and financial planning. The firm employs tailored investment strategies based on fundamental analysis and modern portfolio theory, providing regular account reviews and educational seminars.

General retirement planning
user avatar

Kevin K

Series 66

Medford, NJ

MFG Investments, LLC

Kevin Kennedy is an investment advisor representative at MFG Investments, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc. and Triton Pacific Securities, LLC. In addition to his advisory role, he hosts a podcast called Money Moves under MFG Investments. MFG Investments serves individual clients across a range of wealth levels, providing discretionary portfolio management and financial planning. The firm employs strategies such as fundamental analysis and modern portfolio theory, offering tailored investment solutions and educational seminars.

General retirement planning
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