Unclaimed Profile

Robert Bruce Vliek

PPS & V ASSET MANAGEMENT CONSULTANTS INC·PORTAGE, Michigan

Series 3, Series 7, Series 63, Series 65Clean record15 years registeredPPS & V ASSET MANAGEMENT CONSULTANTS INC

2750 OLD CENTRE AVE, PORTAGE, MI 49024CRD# 1077704Firm CRD# 110491

Profile Verification

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

Identity

Robert Bruce Vliek · PORTAGE, MI

Registration

CRD #1077704 · PPS & V ASSET MANAGEMENT CONSULTANTS INC · 15 years registered

Brand Profile

Not yet started

Career History

PPS & V ASSET MANAGEMENT CONSULTANTS INC

Feb 2011 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · February 1, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PPS & V ASSET MANAGEMENT CONSULTANTS INC

CRD 110491 · SEC 801-40057

AUM

$228M

Regulatory assets under management

Employees

567 client accounts

Services offered by PPS & V ASSET MANAGEMENT CONSULTANTS INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PPS & V ASSET MANAGEMENT CONSULTANTS INC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTAGE?

Browse all registered financial advisors in PORTAGE, Michigan or claim this profile if it's yours.

Browse PORTAGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Bruce Vliek offer?

Robert Bruce Vliek specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTAGE, Michigan for a consultation.

What are Robert Bruce Vliek's credentials?

Robert Bruce Vliek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Bruce Vliek located?

Robert Bruce Vliek is based in PORTAGE, Michigan, working with PPS & V ASSET MANAGEMENT CONSULTANTS INC. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.

How does Robert Bruce Vliek charge for services?

Robert Bruce Vliek'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 PPS & V ASSET MANAGEMENT CONSULTANTS INC?

PPS & V ASSET MANAGEMENT CONSULTANTS INC has approximately 4 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →