Ronald
Vansurksum
Aam Fee-Only Financial Planning And Investment Advisory, LLC
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About this Advisor
Ronald Vansurksum is a certified financial planner operating in Grandville, Michigan with 12 years of relevant experience. Vansurksum is an advisor for Aam Fee-Only Financial Planning And Investment Advisory, LLC. The advisor has gained experience at Advanced Asset Management, Aam Financial Planning & Investments and Cwm, LLC. Vansurksum has a Series 63 license, qualifying them as a securities agent, and can operate in Michigan and Texas. Aam Fee-Only Financial Planning And Investment Advisory, LLC is a company that has its headquarters in Grandville, MI. It administers $133 million in total assets between its 1,426 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,426 accounts, just 11% are held by high-net-worth investors who have more than $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial advisory fees typically vary depending on the type of financial services provided. However, fee types billed by Aam Fee-Only Financial Planning And Investment Advisory, LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aam Fee-Only Financial Planning And Investment Advisory, LLC Brokerage Details
$133,364,865
2
1,426
$93,524
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Ronald Vansurksum Work History
Ronald has been registered as a financial advisor for 12 years.*
Aam Financial Planning & Investments
Cwm, LLC
Advanced Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ronald Vansurksum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aam Fee-Only Financial Planning And Investment Advisory, LLC
Grandville, MI
Grandville, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
