Levi Vandam (CRD# 7263206) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has 1 year 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 |
---|---|---|---|
Private Client Services | Zeeland, MI | Jun 2023 - Current | < 1 |
Gen-wealth Partners, Inc. | Zeeland, MI | Aug 2022 - Current | 1 |
Gen-wealth Partners, Inc. | Zeeland, MI | Jan 2022 - Current | 2 |
Calvin University | Grand Rapids, MI | Aug 2018 - Dec 2021 | 3 |
Holland Christian High School | Holland, MI | Aug 2014 - Jun 2018 | 3 |
Zeeland Christian School | Zeeland, MI | Aug 2004 - Jun 2014 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
S63 | Uniform Securities State Law Examination | Sep 2023 |
- MI
-
Total Assets Under Management258MILLIONS
-
Total Number of Accounts1,495ACCOUNTS
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Average Account Value$172,416
- 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
- Selection of other advisers (including private fund managers)
FL, IN, MI, TX, VA
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