AdvisorOS Directory
Claim Profile
Unclaimed Profile
JD

Joseph Lee Van Dam

ALL TERRAIN FINANCIAL ADVISORS, LLC·COON RAPIDS, Minnesota
Clean recordALL TERRAIN FINANCIAL ADVISORS, LLC
551 COON RAPIDS BOULEVARD NW, COON RAPIDS, MN 55433CRD# 6262795Firm CRD# 286683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Lee Van Dam · COON RAPIDS, MN
Registration
CRD #6262795 · ALL TERRAIN FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Lee Van Dam is a registered financial advisor based in COON RAPIDS, Minnesota, affiliated with ALL TERRAIN FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Joseph

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

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

03

Firm Overview

Firm
ALL TERRAIN FINANCIAL ADVISORS, LLC
ALL TERRAIN FINANCIAL ADVISORS
AUM
$289M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ALL TERRAIN FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6262795
Firm CRD# 286683
View on FINRA BrokerCheck →

Looking for a financial advisor in COON RAPIDS?

Browse all registered financial advisors in COON RAPIDS, Minnesota or claim this profile if it's yours.

Browse COON RAPIDS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joseph Lee Van Dam offer?
Joseph Lee Van Dam specializes in Financial Planning, Investment Management. Contact their office in COON RAPIDS, Minnesota for a consultation.
What are Joseph Lee Van Dam's credentials?
Joseph Lee Van Dam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Lee Van Dam located?
Joseph Lee Van Dam is based in COON RAPIDS, Minnesota, working with ALL TERRAIN FINANCIAL ADVISORS, LLC. Their office serves clients in the COON RAPIDS metropolitan area and surrounding communities.
How does Joseph Lee Van Dam charge for services?
Joseph Lee Van Dam's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALL TERRAIN FINANCIAL ADVISORS, LLC?
ALL TERRAIN FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $289M 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 →

Other Advisors at ALL TERRAIN FINANCIAL ADVISORS, LLC

Brian James Skolte
COON RAPIDS, MN

More Advisors in COON RAPIDS, Minnesota

Anthony Gerard Rush
FFP WEALTH MANAGEMENT, LLC·COON RAPIDS, MN
Tiffany Kay Brynteson
FFP WEALTH MANAGEMENT, LLC·COON RAPIDS, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Request removal of this profile