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Jared David Vandenberg

Advance Capital Management Inc

Southfield, MI

Grand Rapids, MI

CRD 6281135

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Employer firm

Advance Capital Management Inc CRD 110767

$4.98B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Advance Capital Management Inc

One Towne Square Suite 444, Southfield, MI 48076 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-09-27
MI RA APPROVED 2014-05-07
  • TX RA
    APPROVED
    Since 2017-09-27
  • MI RA
    APPROVED
    Since 2014-05-07

Branch Locations

One Towne Square Suite 444, Southfield, MI 48076 • United States

625 Kenmoor Avenue Se Suite 307, Grand Rapids, MI 49546 • 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
Advance Capital Services Grand Rapids MI 12/2013 Present
  • 12/2013 → Present
    Advance Capital Services
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-05
S63 Uniform Securities Agent State Law Examination 2014-01-17
  • S65 Uniform Investment Adviser Law Examination
    2014-05-05
  • S63 Uniform Securities Agent State Law Examination
    2014-01-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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