Joel James Vanlaar

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2012 → 10/2022
  Hantz Financial Services
  Southfield, MI
• 10/2022 → Present
  Ameriprise Financial Services, Llc
  Byron Center, MI

Previous Registrations

• 2012-10-24 → 2022-10-21
  Hantz Financial Services, Inc.
  Grandville, MI

Other Businesses

Outside Employment; Jaycob Willis Holdings LLC; Supporting advisors on the operations end, overseeing flows, placing trades, Naviplan work, and management of the investment models.; Manage advisory business; 7700 Byron Center Ave SW, , Byron Center, MI, 49315; Investment-Related; 10/24/2022; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-17

Other Names

• Joel James Vanlaar