James Browning Moerdyk

Employer firm

Capital Advisor Network CRD 297578

$124M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 05/2011 → Present
  Moerdyk Financial, Inc.
  Grand Rapids, MI
• 01/2015 → 03/2019
  Brookstone Captial Management, Llc
  Chicago, IL
• 03/2019 → Present
  Capital Advisor Network, Llc
  Lafayette, IN

Previous Registrations

• 2019-03-18 → 2025-12-31
  Capital Advisor Network
  Grand Rapids, MI
  Lafayette, IN
• 2015-01-26 → 2019-03-18
  Brookstone Capital Management Llc
  Grand Rapids, MI
  Wheaton, IL

Other Businesses

1. 5/2011- MOERDYK FINANCIAL, INC. PRESIDENT. GRAND RAPIDS, MI. ENTITY USED FOR BOOKKEEPING AND MARKETING OF ADVISORY SERVICES OFFERED THROUGH CAPITAL ADVISOR NETWORK. TIME SPENT = 120 HRS/MO 2. INSURANCE AGENT; INVESTMENT RELATED; GRAND RAPIDS; 2011; 80 HOURS/MO DURING TRADING HOURS; SALE OF INSURANCE AND FIXED PRODUCTS 3. 1/2020: BILLS SHARPENING, LLC. OWNER. ENTITY PROVIDING BLADE SHARPENING SERVICES FOR RESIDENTIAL RETAIL MARKET. NOT INVESTMENT RELATED. TIME SPENT = 20 HRS/MO.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-04

Other Names

• James Moerdyk