Ronald Van Surksum, CFP®

Grandville, Michigan, 49418
advisor

Member Since 2005

We help you develop wealthy habits and make the most of your financial potential. Why work with AAM? 1) Independent-we work for you, not for Wall Street. We provide recommendations without pressure to promote ANY products. 2) Comprehensive- our philosophy is that financial success requires attention not only to investments but also identifying goals, budgeting, tax planning, debt management, insurance, estate planning and ongoing monitoring. 3) Fee-Only- we do not accept commissions or referral fees for selling products. Instead, we provide objective advice for a reasonable fee paid directly by our clients. 4) Experienced- we have been helping clients achieve their financial goals since 1997
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My Location

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 Background Information

  • Years of Financial Experience

    • 19

  • Education

    • Aquinas College (BS Accounting and Business)

  • Certifications and Designations

    • CFP®

  • Association Memberships

    • Financial Planning Assoc (FPA)
    • National Assoc of Personal Financial Advisors (NAPFA)

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee, Fixed fee
    • Investment Services: Asset-based fee, Hourly fee, Fixed fee

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Charles Schwab
    • Pensco Trust Company

  • Types of Financial Reports

    • Newsletter (Monthly)

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them upon request
    • I review my clients' investment portfolios with them upon request
 

  • Registration & Licensing

    • CRD/IARD Number: 2304890
    • Securities Registrations: None
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Advanced Asset Management, LLC
    • Broker/Dealer: None

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios

  • Investment Products

    • Mutual Funds, Securities, Commodities, REITs

  • Insurance Products

    • None
 
Contact Ronald
 
Visit Website - http://www.aamllc.com
Paladin Registry

Minimum Asset Requirement

  • None

Types of Clients

  • Individuals & Families
  • Businesses
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance
  • Tax

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