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Joseph Lee Van Dam

ALL TERRAIN FINANCIAL ADVISORS, LLC·COON RAPIDS, Minnesota
Series 65Clean record12 years registeredALL 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 · 12 years registered
Brand Profile
Not yet started
01

Career History

ALL TERRAIN FINANCIAL ADVISORS
Feb 2017 – present
VECTOR WEALTH MANAGEMENT
Jan 2014 – May 2017
MINNEAPOLIS, MN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 16, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALL TERRAIN FINANCIAL ADVISORS, LLC
CRD 286683 · SEC 801-109958
AUM
$289M
Regulatory assets under management
Employees
4
561 client accounts
Services offered by ALL TERRAIN FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALL TERRAIN FINANCIAL ADVISORS, LLC →
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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.
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Other Advisors at ALL TERRAIN FINANCIAL ADVISORS, LLC

Brian James Skolte
COON RAPIDS, MN

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