Unclaimed Profile

Aaron J Veldheer

STRATEGIES WEALTH ADVISORS, LLC·GRAND RAPIDS, Michigan

SIE, Series 7, Series 66Clean record11 years registeredSTRATEGIES WEALTH ADVISORS, LLC

171 MONROE AVE. NW, GRAND RAPIDS, MI 49503CRD# 5808367Firm CRD# 289913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron J Veldheer · GRAND RAPIDS, MI

Registration

CRD #5808367 · STRATEGIES WEALTH ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

INNOVIA WEALTH, LLC

Jan 2020 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2014 – Jan 2020

GRAND RAPIDS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 4, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIES WEALTH ADVISORS, LLC

CRD 289913 · SEC 801-112177

AUM

$2.2B

Regulatory assets under management

Employees

3,183 client accounts

Services offered by STRATEGIES WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIES WEALTH ADVISORS, LLC →

Introduction

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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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