Douglas Voisard, financial advisor Grand Rapids MI

Douglas Voisard

CRD Number: 1689155
Current Firm: Voisard Asset Management Group

Douglas Voisard (CRD# 1689155) is an Investment Advisor Representative working at Voisard Asset Management Group in Grand Rapids, MI and has 1 year of experience in the finance industry. Douglas Voisard 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.

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Professional Designations
Company Name Location Dates Years
Voisard Asset Management Group Grand Rapids, MI Feb 2002 - Current 18

Douglas Voisard has no recent exams reported.
Contact Info for Douglas E. Voisard
Phone Number: 616-988-5778
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $265,195
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, MI, OH, TN, TX

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