David Fennema, financial advisor Hudsonville MI

David Fennema

CRD Number: 3031864
Current Firm: Securities America Advisors, Inc.

David Fennema (CRD# 3031864) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hudsonville, MI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Hudsonville, MI Sep 2020 - Current 1
Securities America Advisors, Inc. Hudsonville, MI Sep 2020 - Current 1
Edge Group Advisors, Pllc Grand Rapids, MI Dec 2012 - Current 9
Securities Service Network, Inc. Hudsonville, MI Aug 2014 - Sep 2020 6
Ssn Advisory, Inc. Hudsonville, MI Aug 2014 - Sep 2020 6
Sea Financial Advisor Group, LLC South Bend, IN Mar 2013 - Aug 2014 1
Securities Service Network Inc. Knoxville, TN Feb 2011 - Oct 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Aug 2009
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.

Get Details on the FINRA Advisor Check site
Contact Info for David B. Fennema
Phone Number: 402-399-9111
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    45,429
    MILLIONS
  • Total Number of Accounts
    211,800
    ACCOUNTS
  • Average Account Value
    $214,492
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
  • 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, WY

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