Unclaimed Profile

Ryan John Vliek

PPS & V ASSET MANAGEMENT CONSULTANTS INC·PORTAGE, Michigan

Series 6, Series 7, Series 63, Series 65Clean record16 years registeredPPS & V ASSET MANAGEMENT CONSULTANTS INC

2750 OLD CENTRE AVE, PORTAGE, MI 49024CRD# 4475459Firm CRD# 110491

Profile Verification

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

Identity

Ryan John Vliek · PORTAGE, MI

Registration

CRD #4475459 · PPS & V ASSET MANAGEMENT CONSULTANTS INC · 16 years registered

Brand Profile

Not yet started

Career History

PPS & V ASSET MANAGEMENT CONSULTANTS INC

Dec 2010 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 2010 – Dec 2010

PORTAGE, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 7, 2010

Years registered · 16

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

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Frequently Asked Questions

What services does Ryan John Vliek offer?

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

What are Ryan John Vliek's credentials?

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

Where is Ryan John Vliek located?

Ryan John 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 Ryan John Vliek charge for services?

Ryan John 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.

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