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Fiduciary Financial Advisors CRD 172103
$1.33B regulatory AUM 59 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-08-28 |
Branch Locations
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Action Point Financial Planning | Grand Rapids | MI | 07/2009 | Present |
| Vision Financial | Zeeland | MI | 01/2017 | Present |
| Student | Kalamazoo | MI | 01/2014 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-26 |
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