Joseph Donald Vandyke

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1997 → 07/2021
  Waddell & Reed, Inc
  Rockford, MI
• 12/1998 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Belmont, MI
• 04/2012 → 07/2021
  Joseph D Vandyke Consultant, Llc
  Belmont, MI
• 07/2015 → 06/2017
  Belmont Elementary Pto
  Belmont, MI
• 07/2021 → Present
  Lpl Financial Llc
  Grand Rapids, MI

Previous Registrations

• 2010-04-13 → 2021-07-21
  Waddell & Reed
  Muskegon, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Hamden, CT

Other Businesses

1) 3/27/2012 - Joseph D. VanDyke Consultant, LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / 0HRS/MO / 4500 Cascade Rd. SE Suite 204B, Grand Rapids, MI 49546

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-28
• S63 Uniform Securities Agent State Law Examination
  1998-09-29

Designations

• Certified Financial Planner

Other Names

• Joe Vandyke
• Joseph Donald Vandyke
• Joseph Donald Van-Dyke