Joseph Lee Van Dam

Employer firm

All Terrain Financial Advisors CRD 286683

$379M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAMP / SUB-ADVISORY

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

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

Current Employers

Employment History

• 01/2017 → Present
  All Terrain Financial Advisors
  Minneapolis, MN
• 01/2014 → 01/2017
  Sns Financial Group, Llc
  Minneapolis, MN
• 08/2015 → 12/2016
  Sns Advisory Group, Llc (Affiliate Of Sns Financial Group, Llc)
  Minneapolis, MN

Previous Registrations

• 2014-01-16 → 2017-05-25
  Bluespring Wealth Management, Llc
  Austin, TX

Other Businesses

1) JOSEPH VANDAM (SOLE PROP); INSURANCE - LIFE/HEALTH; AGENT; ACTIVE OWNER; 3% TIME Spent 2) ) Real Estate rental, management, and investment properties since 2006- not securities investment related- owner and/or partner- approximately 10 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-22