Jeffrey Vanstrien, financial advisor Grand Rapids MI
96 score

Jeffrey Vanstrien

CRD Number: 865778
Current Firm: Principal Securities, Inc.

Jeffrey Vanstrien (CRD# 865778) is an Investment Advisor Representative working at Principal Securities, Inc. in Grand Rapids, MI and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Principal Life Insurance Comp Des Moines, IA Apr 1987 - Current 29
Princor Financial Services Corporation Des Moines, IA Apr 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
Contact Info for Jeffrey D. Vanstrien
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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