Calvin Wiersma, financial advisor Grand Rapids MI

Calvin Wiersma

CRD Number: 7096772
Current Firm: Grand Wealth Management, LLC

Calvin Wiersma (CRD# 7096772) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 3 years of experience in the finance industry. Calvin Wiersma 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.

Similar Advisors
Riley Aalderink, financial advisor Grand Rapids MI
Riley S. Aalderink
CRD# 6504831
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Kurtis Abraham, financial advisor Grand Rapids MI
Kurtis W. Abraham
CRD# 5488702
Wells Fargo Clearing Services, LLC
Similar Advisors
Rishi Acharya, financial advisor Grand Rapids MI
Rishi Acharya
CRD# 4414566
J.p. Morgan Securities LLC
Professional Designations
Company Name Location Dates Years
Grand Wealth Management, LLC Grand Rapids, MI Jan 2022 - Current < 1
Grand Wealth Management, LLC Grand Rapids, MI Jan 2020 - Jan 2022 2
Fifth Third Securities Grand Rapids, MI Mar 2019 - Jan 2020 < 1
Fifth Third Bank Grand Rapids, MI May 2013 - Jan 2019 5
Calvin College Grand Rapids, MI Mar 2009 - May 2013 4
Van Andel Institute Grand Rapids, MI May 2011 - Dec 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Calvin D. Wiersma
Phone Number: (616) 451-4228
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    582
    MILLIONS
  • Total Number of Accounts
    688
    ACCOUNTS
  • Average Account Value
    $846,405
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MI, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.