Amy Datema (CRD# 2708920) is an Investment Advisor Representative working at Lpl Financial LLC in Zeeland, MI and has over 23 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lake Michigan Credit Union | Grand Rapids, MI | Aug 2020 - Current | 3 |
| Lpl Financial LLC | Grand Rapids, MI | Aug 2020 - Current | 3 |
| Comerica Securities, Inc. | Grand Rapids, MI | May 2018 - Aug 2020 | 2 |
| Cuna Brokerage Services | Waverly, IA | Feb 2017 - Mar 2018 | 1 |
| Suncoast Fcu | Tampa, FL | Feb 2017 - Mar 2018 | 1 |
| Oneamerica Securities | Fort Myers, FL | Aug 2016 - Feb 2017 | < 1 |
| Axa Advisors, LLC | New York, NY | Dec 2016 - Dec 2016 | < 1 |
| American United Life | Fort Myers, FL | Jul 2016 - Nov 2016 | < 1 |
| Suncoast Credit Union | Tampa, FL | Apr 2015 - Jul 2016 | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Apr 2015 - Jul 2015 | < 1 |
| Jp Morgan Chase Bank | Fort Myers, FL | Nov 2014 - Apr 2015 | < 1 |
| Jp Morgan Securities LLC | Fort Myers, FL | Nov 2014 - Apr 2015 | < 1 |
| Cetera Investment Advisers LLC | Fort Meyers, FL | Feb 2014 - Nov 2014 | < 1 |
| Regions Bank | Fort Myers, FL | Dec 2013 - Nov 2014 | < 1 |
| Cetera Investment Services LLC | Fort Myers, FL | Dec 2013 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.