Jacob Daniel Hansma

Employer firm

Fiduciary Financial Advisors CRD 172103

$1.33B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• DIGITAL ASSET MANAGEMENT, OUTSOURCED CCO

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

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

Current Employers

Employment History

• 03/2020 → 10/2020
  New York Life
  Grand Rapids, MI
• 10/2020 → 06/2021
  Schipper & Oosterink
  Holland, MI
• 09/2021 → Present
  Fiduciary Financial Advisors
  Grand Rapids, MI
• 08/2017 → 05/2021
  Grand Valley State University
  Allendale, MI
• 10/2011 → 08/2017
  Not Employed
  Marne, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-20