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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-26 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2013 | 05/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2018 | 05/2023 |
| Vision Financial Group | Zeeland | MI | 02/2016 | Present |
| Advisory Alpha, Llc | Holland | MI | 05/2023 | Present |
1) Joshua Bergsma Insurance Agent. Investment Related. 348 S Waverly St. Suite 100, Holland, MI 49423; Fixed / Traditional Insurance. Agent. Start Date: 6/2018. 2 hours/month. 2 hours/month during trading hours. Sale of fixed / traditional insurance products. 2) Vision Financial Group. Investment Related. 250 S State Street, Zeeland, MI. Wealth Advisor. Start date:2/2016. 40 hours/month. 40 hours/month during trading hours. Provides financial, consulting and educational services to clients. 3) Insurance Planning Specialists; Investment-related; 348 S. Waverly Rd. Suite 100 Holland, MI 49423; Insurance Sales; Licensed Insurance Agent; Licensed Insurance Agent; 08/13/2025; Approx 10 Hours/month; Approx 10 Hours/month Offering Fixed Insurance Product Sales and Planning Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-07 |
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