Best Investors Account Sign in

William Andrew Mokma

Ameriprise Financial Services, LLC

Grand Rapids, MI

The Huntington Investment Company

Grand Rapids, MI

Claim This Profile
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-06-29
  • MI RA
    APPROVED
    Since 2026-06-29

Branch Locations

150 Ottawa Ave Nw Ste 100, Grand Rapids, MI 49503-2833 • United States

The Huntington Investment Company

41 S. High Street, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-09
MI RA APPROVED 2010-07-06
  • TX RA
    APPROVED_RES
    Since 2025-04-09
  • MI RA
    APPROVED
    Since 2010-07-06

Branch Locations

Grand Rapids Downtown 150 Ottawa Avenue Nw, Suite 100, Grand Rapids, MI 49503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Huntington National Bank Grand Rapids MI 11/2002 Present
Huntington Investment Company Columbus OH 11/2002 Present
Ameriprise Financial Services, Llc Grand Rapids MI 06/2026 Present
  • 11/2002 → Present
    Huntington National Bank
    Grand Rapids, MI
  • 11/2002 → Present
    Huntington Investment Company
    Columbus, OH
  • 06/2026 → Present
    Ameriprise Financial Services, Llc
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-23
S63 Uniform Securities Agent State Law Examination 1998-02-19
  • S65 Uniform Investment Adviser Law Examination
    2006-06-23
  • S63 Uniform Securities Agent State Law Examination
    1998-02-19
Other Names
  • Bill Mokma

View on SEC IAPD

Other Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
STRATEGIC NAVIGATORS PRIVATE WEALTH
ADVISOR 123 LLC
ASPIRE WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY
Robert Anthony Mendenall
Andrew Scott VanderSchaaf
Derek Prusa
Benjamin Noel Webster
Brian Lee Platte

Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

More in Grand Rapids, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor