Thomas Schrotenboer, financial advisor Zeeland MI
93 score

Thomas Schrotenboer

CRD Number: 2997965
Current Firm: H.d. Vest Advisory Services, Inc.

Thomas Schrotenboer (CRD# 2997965) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Zeeland, MI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investmentservices Zeeland, MI Jan 1998 - Current 18
Jackson National Life/golden Rule Insura Zeeland, MI Nov 1990 - Current 26
Schrotenboer Tay Service Zeeland, MI Jan 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Thomas A. Schrotenboer
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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