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8905 Cincinnati Dayton Rd, West Chester Township, OH 45069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-15 |
| OH | RA | APPROVED | 2017-12-06 |
Branch Locations
8905 Cincinnati Dayton Rd, West Chester Township, OH 45069 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 11/2007 | 12/2017 |
| Spc | Ann Arbor | MI | 11/2007 | 12/2017 |
| Vanweelden Wealth Management, Llc | West Chester Township | OH | 12/2017 | Present |
1) VANWEELDEN GROUP LLC; INVESTMENT-RELATED; 8905 CINCINNATI-DAYTON RD, WEST CHESTER TOWNSHIP, OH 45069; INSURANCE SALES (L/H, LTC, DISABILITY) WITH VARIOUS CARRIERS, EQUIPMENT AND EMPLOYEE LEASING; 10 HOURS/ MONTH 2) VANWEELDEN FINANCIAL GROUP (DBA): ESTABLISHED TO CONSOLIDATE MARKETING 3) VANWEELDEN CANINE COACHING, LLC; NOT INVESTMENT-RELATED; 5283 STALLION CT, LIBERTY TOWNSHIP, OH 45011; DOG TRAINING; CFO; 12/2023; 5 HOURS/MONTH; ASSIST WITH FINANCES 4) COMMERICAL REAL ESTATE- REVIVIAL GROUP, LLC, 8905 CIN-DAY, LLC; INVESTMENT-RELATED; 8905 CINCINNATI-DAYTON RD, WEST CHESTER TOWNSHIP, OH 45069; PROPERTY MANAGEMENT; PRESIDENT; 1 HOUR/MONTH 5) THE REAL DEAL ON RETIREMENT; NOT INVESTMENT-RELATED; 5283 STALLION CT, LIBERTY TOWNSHIP, OH 45011; EDUCATIONAL BOOK ON RETIREMENT; OWNER; 2/2023; 1 HOUR/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-20 |
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