Aaron Ritsema (CRD# 4944968) is an Investment Advisor Representative working at Lafleur & Godfrey Private Wealth Management in Grand Rapids, MI and has over 18 years of experience in the finance industry. Aaron Ritsema has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Grand Rapids, MI | Feb 2007 - Current | 17 |
| Charles Schwab & Company, Inc. | Grand Rapids, MI | Feb 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2005 |
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- MI
-
Total Assets Under Management870MILLIONS
-
Total Number of Accounts777ACCOUNTS
-
Average Account Value$1,119,739
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
CA, CO, FL, IL, LA, MI, OH, OR, TX
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