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Aaron J Veldheer

STRATEGIES WEALTH ADVISORS, LLC·GRAND RAPIDS, Michigan
Unclaimed Profile
171 MONROE AVE. NW, GRAND RAPIDS, MI 49503CRD# 5808367Firm CRD# 289913
01

About

Aaron J Veldheer is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with STRATEGIES WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIES WEALTH ADVISORS, LLC
INNOVIA WEALTH, LLC
AUM
$2.2B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at STRATEGIES WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5808367
Firm CRD# 289913
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aaron J Veldheer offer?
Aaron J Veldheer specializes in Financial Planning, Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Aaron J Veldheer's credentials?
Aaron J Veldheer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron J Veldheer located?
Aaron J Veldheer is based in GRAND RAPIDS, Michigan, working with STRATEGIES WEALTH ADVISORS, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Aaron J Veldheer charge for services?
Aaron J Veldheer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIES WEALTH ADVISORS, LLC?
STRATEGIES WEALTH ADVISORS, LLC has approximately 26 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
BLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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