Ronald Vansurksum (CRD# 2304890) is an Investment Advisor Representative working at Cwm, LLC in Grandcille, MI and has over 31 years of experience in the finance industry. Ronald Vansurksum 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.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aam Financial Planning & Investments | Grandville, MI | Mar 2023 - Current | 1 |
| Cwm, LLC | Omaha, NE | Mar 2023 - Current | 1 |
| Advanced Asset Management | Wyoming, MI | Jun 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
- MI
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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