Overview

I'm a fee-only, CFP(R) professional in Grand Rapids, MI potentially looking for continuity and succession planning. I am an IAR with an RIA firm. If the perfect fit came along, I would possibly consider a merging opportunity. I provide comprehensive financial planning and investment management services.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,300 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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