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Joel D Poortenga

Gps Financial Group, LLC

Mokena, IL

Grand Rapids, MI

CRD 5673061

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Employer firm

Gps Financial Group, LLC CRD 281534

$79.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Gps Financial Group, Llc

2300 3 Mile Road Suite 3, Grand Rapids, MI 49505 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2016-09-06
IL RA APPROVED 2016-01-08
  • IN RA
    APPROVED
    Since 2016-09-06
  • IL RA
    APPROVED
    Since 2016-01-08

Branch Locations

Mokena, IL • United States

2300 3 Mile Road Suite 3, Grand Rapids, MI 49505 • 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
Gps Financial Group, Llc Comstock Park IL 01/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-10
  • S66 Uniform Combined State Law Examination
    2009-08-10

View on SEC IAPD

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