Inactive

Aaron Mathew Wassenaar

Action Point Retirement Group LLC

Middleville, MI

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Current Employers

Action Point Retirement Group Llc

Middleville, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-01-01

MI RA
APPROVED

Since 2025-01-01

Branch Locations

Middleville, MI • 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

Organization	City	State	From	To
Action Point Retirement Group	Wayland	MI	11/2015	Present
Fiduciary Financial Advisors	Grand Rapids	MI	02/2024	Present

11/2015 → Present

Action Point Retirement Group

Wayland, MI
02/2024 → Present

Fiduciary Financial Advisors

Grand Rapids, MI

Previous Registrations

2024-02-29 → 2026-03-30

Fiduciary Financial Advisors

Grand Rapids, MI
2014-09-18 → 2015-11-23

Fiduciary Financial Advisors

Grand Rapids, MI
2011-07-18 → 2014-08-15

Oppenheimer & Co. Inc.

Grand Rapids, MI
2009-11-10 → 2011-07-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grand Rapids, MI
2008-08-26 → 2009-11-02

Waddell & Reed

Grand Rapids, MI
2007-09-21 → 2008-07-02

Edward Jones

Wayland, MI

St Louis, MO

Other Businesses

Investment services

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-24

S66 Uniform Combined State Law Examination

2007-08-24

Other Names

Aaron Wassenaar

View on SEC IAPD

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