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Richard Lawrence Jr. Tanke

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.·EAST LANSING, Michigan
SIE, Series 7, Series 27, Series 66, Series 79TO, Series 99TOPFSClean record23 years registeredHALL & ROMKEMA FINANCIAL SERVICES, L.L.C.
3495 COOLIDGE, EAST LANSING, MI 48823CRD# 4619156Firm CRD# 124609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Lawrence Jr. Tanke · EAST LANSING, MI
Registration
CRD #4619156 · HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. · 23 years registered
Brand Profile
Not yet started
01

Career History

Jan 2024present
Jun 2003Nov 2023
EAST LANSING, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 27
Series 66
Series 79TO
Series 99TO
Registration record
First registered · June 10, 2003
Years registered · 23
Professional designation · PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.
CRD 124609 · SEC 801-69094
AUM
$51M
Regulatory assets under management
Employees
6
116 client accounts
Services offered by HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Richard Lawrence Jr. Tanke offer?
Richard Lawrence Jr. Tanke specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAST LANSING, Michigan for a consultation.
What are Richard Lawrence Jr. Tanke's credentials?
Richard Lawrence Jr. Tanke holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Richard Lawrence Jr. Tanke located?
Richard Lawrence Jr. Tanke is based in EAST LANSING, Michigan, working with HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.. Their office serves clients in the EAST LANSING metropolitan area and surrounding communities.
How does Richard Lawrence Jr. Tanke charge for services?
Richard Lawrence Jr. Tanke's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.?
HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. has approximately 6 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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