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Daniel Curtis Haines

Voisard Asset Management Group

Grand Rapids, MI

CRD 6868330

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Employer firm

Voisard Asset Management Group CRD 118048

$589M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Voisard Asset Management Group

99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-08-11
  • MI RA
    APPROVED
    Since 2024-08-11

Branch Locations

99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503 • 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
Greenleaf Trust Kalamazoo MI 11/2013 09/2017
Zhang Financial Llc Kalamazoo MI 10/2017 08/2018
Summitview Advisors Grand Rapids MI 08/2018 12/2024
Voisard Asset Management Group Grand Rapids MI 07/2024 Present
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Dan Curtis Haines

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC

Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

More in Grand Rapids, MI

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