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Nathaniel Thomas Volkema

Osaic Wealth, Inc.

Holland, MI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-11-02
  • MI RA
    APPROVED
    Since 2018-11-02

Branch Locations

44 E. 8Th Street Suite 200, Holland, MI 49423 • 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
OrganizationCityStateFromTo
Sii Grand Rapids MI 04/2004 11/2018
Freedom Village Holland MI 02/1996 05/2017
Royal Alliance Associates, Inc. Holland MI 11/2018 Present
  • 04/2004 → 11/2018
    Sii
    Grand Rapids, MI
  • 02/1996 → 05/2017
    Freedom Village
    Holland, MI
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Holland, MI
Previous Registrations
  • 2005-11-18 → 2018-11-02
    Signator Investors, Inc.
    Grand Rapids, MI
    Grand Rapids, MI
    Holland, MI
Other Businesses

1. VANTAGEPOINTE FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/05/2004 ADDRESS: 44 E. 8th Street, Suite 200, Holland MI 49423, United States DESCRIPTION: sales/marketing of securities, investment advisory, and insurance products 2. DUTCHMAN CAPITAL, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: 44 E. 8th Street, Suite 200, Holland MI 49423, United States DESCRIPTION: LLC Created for tax reporting purposes 3. INSURANCE BROKERAGE ALL LINES POSITION: Agent NATURE: Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/05/2003 ADDRESS: 44 E. 8th Street, Suite 200, Holland MI 49423, United States DESCRIPTION: Life, Health, Fixed Annuities, Disability, LTC 4. MACATAWA BAY YACHT CLUB BOARD POSITION: Board Member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 2157 South Shore Drive, Macatawa MI 49434, United States DESCRIPTION: Member on the board of directors. Board oversees the property and management of the yacht club.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-26
S65 Uniform Investment Adviser Law Examination 2005-10-19
S63 Uniform Securities Agent State Law Examination 2004-10-25
  • S66 Uniform Combined State Law Examination
    2010-10-26
  • S65 Uniform Investment Adviser Law Examination
    2005-10-19
  • S63 Uniform Securities Agent State Law Examination
    2004-10-25
Designations

View on SEC IAPD

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