Best Investors Account Sign in
Inactive

Allen Van De Kreeke

B.A. Roberts Financial Services, Inc.

Marquette, MI

CRD 7843522

Claim This Profile
Employer firm

B.a. Roberts Financial Services, Inc. CRD 289856

$374M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
B.A. Roberts Financial Services, Inc.

989 West Washington Street Suite 101, Marquette, MI 49855 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-22
  • MI RA
    APPROVED
    Since 2024-01-22

Branch Locations

989 West Washington Street Suite 101, Marquette, MI 49855 • 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
Life Time Fitness Louisville CO 04/2016 10/2016
Made In Nature Boulder CO 01/2017 05/2024
Erts Wealth Advisors, Llc Marquette MI 12/2023 Present
  • 04/2016 → 10/2016
    Life Time Fitness
    Louisville, CO
  • 01/2017 → 05/2024
    Made In Nature
    Boulder, CO
  • 12/2023 → Present
    Erts Wealth Advisors, Llc
    Marquette, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-20
  • S65 Uniform Investment Adviser Law Examination
    2024-01-20

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Nearby Investors

TODD MICHAEL SCOTT
JERRY PAUL GARCEAU
PATRICIA NANCY SALA

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · MARQUETTE, MI
CETERA INVESTMENT ADVISERS LLC · Marquette, MI
LPL FINANCIAL LLC · MARQUETTE, MI

More in Marquette, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor