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Daniel Curtis Haines

Voisard Asset Management Group

Grand Rapids, MI

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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
Other Names
  • Dan Curtis Haines

View on SEC IAPD

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J. W. COLE ADVISORS, INC. · Grand Rapids, MI
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WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
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