Advisory Alpha, LLC

Advisory Alpha, LLC (CRD# 158282) is a financial advisory firm headquartered in Holland, MI. They manage $201,611,394 in 2,931 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    2,931
    ACCOUNTS
  • Average Account Value
    $68,786
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, IL, IN, MI, NE

Financial Advisors at Advisory Alpha, LLC
Showing 1 - 8 of 8 top financial advisors.
1
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 19 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.

2
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 19 years of experience in the finance industry.

3
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 21 years of experience in the finance industry.

4
Brian J. Kragt
CRD#: 5938214
148 S. River Avenue, Suite 301, Holland, MI 49423
88
Wealthminder
score

Brian Kragt (CRD# 5938214) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 2 years of experience in the finance industry.

5
Paul G. Smith
CRD#: 6374974
148 S. River Avenue, Suite 301, Holland, MI 49423
88
Wealthminder
score

Paul Smith (CRD# 6374974) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 2 years of experience in the finance industry.

6
Nicholas H. Heinrich
CRD#: 6289225
125 Ottawa Avenue, Nw, Suite 357, Grand Rapids, MI 49503
87
Wealthminder
score

Nicholas Heinrich (CRD# 6289225) is an Investment Advisor Representative working at Advisory Alpha, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.

7
Steven M. Osterink
CRD#: 1019935
148 S. River Avenue, Suite 301, Holland, MI 49423
83
Wealthminder
score

Steven Osterink (CRD# 1019935) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 33 years of experience in the finance industry.

8
Sharon L. Case
CRD#: 4161174
Westmont, IL
81
Wealthminder
score

Sharon Case (CRD# 4161174) is an Investment Advisor Representative working at Advisory Alpha, LLC in Westmont, IL and has over 16 years of experience in the finance industry.

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