Unclaimed Profile

Gerald Dale Sikkenga

FORMULA FOLIO INVESTMENTS, LLC·GRAND RAPIDS, Michigan

Series 65Clean record15 years registeredFORMULA FOLIO INVESTMENTS, LLC

89 IONIA AVE NW, GRAND RAPIDS, MI 49503CRD# 5160191Firm CRD# 153467

Profile Verification

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

Identity

Gerald Dale Sikkenga · GRAND RAPIDS, MI

Registration

CRD #5160191 · FORMULA FOLIO INVESTMENTS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FORMULA FOLIO INVESTMENTS, LLC

FORMULA FOLIO INVESTMENTS

Feb 2016 – Dec 2017

GRAND RAPIDS, MI

RETIREMENT WEALTH ADVISORS, INC.

Aug 2010 – Dec 2017

GRAND RAPIDS, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 25, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROOKSTONE ASSET MANAGEMENT, LLC

CRD 153467 · SEC 801-72780

AUM

$385M

Regulatory assets under management

Employees

8 client accounts

Services offered by BROOKSTONE ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at BROOKSTONE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gerald Dale Sikkenga offer?

Gerald Dale Sikkenga specializes in Investment Management, Fee-Only Advisory.

What are Gerald Dale Sikkenga's credentials?

Gerald Dale Sikkenga is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald Dale Sikkenga located?

Gerald Dale Sikkenga is based in GRAND RAPIDS, Michigan, last registered with FORMULA FOLIO INVESTMENTS, LLC.

How does Gerald Dale Sikkenga charge for services?

Gerald Dale Sikkenga'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 FORMULA FOLIO INVESTMENTS, LLC?

FORMULA FOLIO INVESTMENTS, LLC has approximately 6 employees and manages $385M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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