Anna Marie Deboer

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2018 → 08/2019
  Russ' Restaurant
  Grand Rapids, MI
• 05/2018 → 01/2022
  Young Supply Company
  Wyoming, MI
• 01/2019 → 01/2022
  Barton Chiropractic
  Grand Rapids, MI
• 05/2022 → 04/2023
  Stifel Nicolaus & Company Incorporated
  Grand Rapids, MI
• 08/2016 → 05/2020
  Northview High School
  Grand Rapids, MI
• 08/2021 → 08/2023
  Liberty University
  Lynchburg, MI
• 08/2020 → 08/2021
  Grand Rapids Community College
  Grand Rapids, MI
• 05/2023 → Present
  Raymond James Financial Services, Inc.
  Grand Rapids, MI
• 02/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Grand Rapids, MI

Other Businesses

(1)Name of Business: Kapteyn Wealth Partners Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Paraplanning responsibilities (2)Name of Business: Kapteyn Wealth Partners Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative and paraplanning responsibilities (3)Name of Business: The Kapteyn Group Financial Partners LLC Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Administrative functions (4)Name of Business: The Kapteyn Group Financial Partners LLC Address: 6677 Crossings Dr SE Ste 2, Grand Rapids, MI, 49508-7889, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative Functions and paraplanner

Exams

• S66 Uniform Combined State Law Examination
  2024-01-26

Other Names

• Anna Marie Lodewyk