Douglas Postma, financial advisor Grandville MI
81 score

Douglas Postma

CRD Number: 3079315
Current Firm: Cetera Investment Advisers LLC

Douglas Postma (CRD# 3079315) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Grandville, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Trillium Financial Advisors Grandvlle, MI Oct 2013 - Current 3
Cetera Financial Specialists LLC Schaumburg, IL Jul 2005 - Current 11
Cetera Investment Advisers LLC Schaumburg, IL Jul 2005 - Current 11
Trillium Financial Services Pc Grandville, MI Jul 1992 - Dec 2013 21
Trillium Financial Gardville, MI Jan 1986 - Dec 2013 27
Puckerbrush Properties Grandville, MI Jun 2001 - Nov 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Aug 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Douglas C. Postma
Phone Number: 888-528-2987
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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