Advisory Alpha, LLC

Advisory Alpha, LLC (CRD# 158282) is a financial advisory firm headquartered in Holland, MI. They manage $419,924,852 in 4,166 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    420
    MILLION
  • Total Number of Accounts
    4,166
    ACCOUNTS
  • Average Account Value
    $100,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, MI, PA, TX

Financial Advisors at Advisory Alpha, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Steve M. Osterink
CRD#: 4994816
148 S. River Avenue, Suite 301, Holland, MI 49423
96
Wealthminder
score

Steve Osterink (CRD# 4994816) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 12 years of experience in the finance industry. Steve Osterink 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.

2
Lynn M. Torre
CRD#: 2876460
148 S. River Avenue, Suite 301, Holland, MI 49423
96
Wealthminder
score

Lynn Torre (CRD# 2876460) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 21 years of experience in the finance industry. Lynn Torre 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.

3
David M. Whitman
CRD#: 2363423
148 S. River Avenue, Suite 301, Holland, MI 49423
96
Wealthminder
score

David Whitman (CRD# 2363423) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 19 years of experience in the finance industry. David Whitman 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.

4
Kathleen A. Eckerson
CRD#: 2868958
Pebble Beach, CA
93
Wealthminder
score

Kathleen Eckerson (CRD# 2868958) is an Investment Advisor Representative working at Advisory Alpha, LLC in Pebble Beach, CA and has over 21 years of experience in the finance industry.

5
Janine L. Osterink
CRD#: 6141796
148 S. River Avenue, Suite 301, Holland, MI 49423
93
Wealthminder
score

Janine Osterink (CRD# 6141796) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 5 years of experience in the finance industry.

6
James J. Schipper
CRD#: 2636447
125 Ottawa Avenue, Nw, Suite 357, Grand Rapids, MI 49503
93
Wealthminder
score

James Schipper (CRD# 2636447) is an Investment Advisor Representative working at Advisory Alpha, LLC in Grand Rapids, MI and has over 22 years of experience in the finance industry.

7
Christina L. Wells
CRD#: 5312700
125 Ottawa Avenue, Nw, Suite 357, Grand Rapids, MI 49503
93
Wealthminder
score

Christina Wells (CRD# 5312700) is an Investment Advisor Representative working at Advisory Alpha, LLC in Grand Rapids, MI and has over 10 years of experience in the finance industry.

8
Nicholas H. Heinrich
CRD#: 6289225
125 Ottawa Avenue, Nw, Suite 357, Grand Rapids, MI 49503
92
Wealthminder
score

Nicholas Heinrich (CRD# 6289225) is an Investment Advisor Representative working at Advisory Alpha, LLC in Grand Rapids, MI and has over 2 years of experience in the finance industry. Nicholas Heinrich 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.

9
Brian J. Kragt
CRD#: 5938214
148 S. River Avenue, Suite 301, Holland, MI 49423
90
Wealthminder
score

Brian Kragt (CRD# 5938214) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 3 years of experience in the finance industry.

10
Jonathan E. Lohr
CRD#: 5217936
148 S. River Avenue, Suite 301, Holland, MI 49423
90
Wealthminder
score

Jonathan Lohr (CRD# 5217936) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has 1 year of experience in the finance industry.

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