Voisard Asset Management Group

Voisard Asset Management Group (CRD# 118048) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $120,169,501 in 585 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    585
    ACCOUNTS
  • Average Account Value
    $205,418
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
  • 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, FL, MI, TN

Financial Advisors at Voisard Asset Management Group
Showing 1 - 3 of 3 top financial advisors.
1
Brandon D. Bauer
CRD#: 6590453
99 Monroe Ave, Nw,, Suite 504, Grand Rapids, MI 49503
90
Wealthminder
score

Brandon Bauer (CRD# 6590453) is an Investment Advisor Representative working at Voisard Asset Management Group in Grand Rapids, MI and has 1 year of experience in the finance industry. Brandon Bauer 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
Douglas E. Voisard
CRD#: 1689155
99 Monroe Ave, Nw,, Suite 504, Grand Rapids, MI 49503
90
Wealthminder
score

Douglas Voisard (CRD# 1689155) is an Investment Advisor Representative working at Voisard Asset Management Group in Grand Rapids, MI and has 1 year of experience in the finance industry. Douglas Voisard 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
Jordan B. Buffum
CRD#: 6590485
99 Monroe Ave, Nw,, Suite 504, Grand Rapids, MI 49503
87
Wealthminder
score

Jordan Buffum (CRD# 6590485) is an Investment Advisor Representative working at Voisard Asset Management Group in Grand Rapids, MI and has 1 year of experience in the finance industry.

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