Paul Ondersma, financial advisor Grand Rapids MI
93 score

Paul Ondersma

CRD Number: 3110460
Current Firm: Cadaret Grant & Co Inc.

Paul Ondersma (CRD# 3110460) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Grand Rapids, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Variable Concepts Grand Rapids, MI Aug 2005 - Current 11
Cadaret, Grant & Company, Inc. Grand Rapids, MI Aug 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Paul B. Ondersma
Phone Number: 315-471-2191
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,475
    MILLIONS
  • Total Number of Accounts
    18,688
    ACCOUNTS
  • Average Account Value
    $185,929
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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