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Ronald Jay Vansurksum

AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC·GRANDVILLE, Michigan
Unclaimed Profile
4555 WILSON AVE SW, GRANDVILLE, MI 49418CRD# 2304890Firm CRD# 109178
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About

Ronald Jay Vansurksum is a registered financial advisor based in GRANDVILLE, Michigan, affiliated with AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
AUM
$133M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2304890
Firm CRD# 109178
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ronald Jay Vansurksum offer?
Ronald Jay Vansurksum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRANDVILLE, Michigan for a consultation.
What are Ronald Jay Vansurksum's credentials?
Ronald Jay Vansurksum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Jay Vansurksum located?
Ronald Jay Vansurksum is based in GRANDVILLE, Michigan, working with AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC. Their office serves clients in the GRANDVILLE metropolitan area and surrounding communities.
How does Ronald Jay Vansurksum charge for services?
Ronald Jay Vansurksum'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 AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC?
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC has approximately 2 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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