Best Investors Account Sign in
Inactive

Ronald Jay Vansurksum

Cwm, LLC

Grandville, MI

Omaha, NE

Claim This Profile
Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-03-01
TX RA APPROVED 2023-03-01
  • MI RA
    APPROVED
    Since 2023-03-01
  • TX RA
    APPROVED
    Since 2023-03-01

Branch Locations

4555 Wilson Ave Sw, Ste 4, Grandville, MI 49418 • United States

14600 Branch St., Omaha, NE 68154 • 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
Advanced Asset Management Wyoming MI 06/1997 06/2023
Aam Financial Planning & Investments Grandville MI 03/2023 12/2025
Cwm, Llc Omaha NE 03/2023 Present
Aam Financial Planning & Investments Grandville MI 12/2025 Present
  • 06/1997 → 06/2023
    Advanced Asset Management
    Wyoming, MI
  • 03/2023 → 12/2025
    Aam Financial Planning & Investments
    Grandville, MI
  • 03/2023 → Present
    Omaha, NE
  • 12/2025 → Present
    Aam Financial Planning & Investments
    Grandville, MI
Previous Registrations
  • 2008-12-05 → 2023-07-05
    Aam Fee-Only Financial Planning And Investment Advisory, Llc
    Grandville, MI
Other Businesses

NAME OF BUSINESS: Grandville Jenison Chamber of Commerce NATURE: Charitable/Civic START: 01/2019 POSITION: President APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 100 DUTIES: President NAME OF BUSINESS: Grandville Walker Foundation NATURE: Charitable START: 01/2022 POSITION: Secretary APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Secretary NAME OF BUSINESS: Kenowa Ambucs NATURE: Charitable START: 06/2018 POSITION: Treasurer APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Treasurer NAME OF BUSINESS: n/a NATURE: Bookkeeping START: 01/2000 POSITION: n/a APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 75 DUTIES: Update checkbook to spending categories, get info to accountant at tax time, plug in payroll NAME OF BUSINESS: n/a NATURE: Office Sub-Lease START: 03/2023 POSITION: n/a APPX. HRS/MONTH: <1 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Collect monthly rent

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-19
  • S63 Uniform Securities Agent State Law Examination
    1993-01-19
Designations
Other Names
  • Ron Vasurksum
  • Ronald Jay Vansurkum

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Grandville, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor