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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-25 |
Branch Locations
4301 Canal Ave Sw Suite 20A, Grandville, MI 49418 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Jenison | MI | 08/2007 | Present |
| Joel Vanwoerkom | Jenison | MI | 11/2012 | Present |
5/2013-PRESENT, ALTRUISTIC FINANCIAL PLANNING, LLC. INSURANCE AGENCY, SHAREHOLDER / INVESTOR, INDEPENDENT CONTRACTOR. DEDICATES UP TO 8 HOURS A MONTH. 11/30/2012-PRESENT, JOEL VANWOERKOM, SOLE PROPRIETOR, LICENSED INSURANCE AGENT. DEDICATES UP TO 8 HOURS A MONTH. 01/2014-PRESENT, FORMULA FOLIOS INVESTMENTS, LLC, MEMBER. DEDICATES 40 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-27 |
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