Best Investors Account Sign in
Inactive

Allen Van De Kreeke

B.A. Roberts Financial Services, Inc.

Marquette, MI

Claim This Profile
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

Other Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
KERBERROSE WEALTH MANAGEMENT, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK

Other Investors

TODD MICHAEL SCOTT
JERRY PAUL GARCEAU
PATRICIA NANCY SALA
THERESA MARIE SELL
Alexandria Marie Miller
TAYLOR AUSTIN KLIPP
SCOTT E. SAMPEER
Ethan Gabriel Hausmann

Other Offices

CETERA INVESTMENT ADVISERS LLC · MARQUETTE, MI
CETERA INVESTMENT ADVISERS LLC · Marquette, MI
LPL FINANCIAL LLC · MARQUETTE, MI
OSAIC WEALTH, INC. · Marquette, MI
KERBERROSE WEALTH MANAGEMENT, LLC · MARQUETTE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MARQUETTE, MI
KERBERROSE WEALTH MANAGEMENT, LLC · MARQUETTE, MI
EDWARD JONES · MARQUETTE, MI

More in Marquette, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor