Best Investors Account Sign in
Inactive

Daniel Jordan Vandenberg

Eastown Financial Advisors, LLC

Grand Rapids, MI

CRD 5728911

Claim This Profile
Employer firm

Eastown Financial Advisors, LLC CRD 305675

$109M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Eastown Financial Advisors, Llc

1514 Wealthy St Se Suite 226, Grand Rapids, MI 49506 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-11
MI RA APPROVED 2019-10-22
  • TX RA
    APPROVED_RES
    Since 2021-03-11
  • MI RA
    APPROVED
    Since 2019-10-22

Branch Locations

1514 Wealthy St Se Suite 226, Grand Rapids, MI 49506 • 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
Eastown Financial Services, Inc. Grand Rapids MI 10/2009 Present
Eastown Financial Advisors, Llc Grand Rapids MI 10/2019 Present
Money Concepts Capital Corp Palm Beach Gardens FL 10/2010 10/2019
Money Concepts Advisory Service Palm Beach Gardens FL 10/2010 10/2019
Previous Registrations
Other Businesses

EASTOWN FINANCIAL SERVICES.1514 WEALTHY STREET SUITE 226 GRAND RAPIDS, MI 49506, TAX & ACCOUNTING, DATE IN 10/2009. 160 HOURS, 120 HOURS SECURITIES TRADING, PAYROLL AND ACCOUNTING ALONG WITH TAX PREPARATION.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-09
  • S66 Uniform Combined State Law Examination
    2010-10-09

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Grand Rapids, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor