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Advanced Asset Management, LLC
4555 Wilson Ave SW
Ste 2A
Grandville, MI 49418
Phone: (616) 531-5220 x15
Fax: (616) 531-7773
Toll-free: (888) 452-5220
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Household Income Minimum: $0 Investable Asset Minimum: $0
Advanced Asset Management, LLC is an independent, fee-only financial planning and investment firm based in Grand Rapids, MI. Our mission is to enable clients to achieve their financial goals through education, planning and wealth management. As trusted advisor, we enable you to make smart financial choices, simplify your life, and enjoy financial peace of mind.
1992 - 1997 - Financial planner and paraplanner, American Express Financial Advisors
1997 - 2003 - Financial planner and paraplanner, Advanced Asset Management, LLC
2003-present - Managing Member, Financial Advisor, Chief Compliance Officer, Advanced Asset Management, LLC
2000 - present - Certified Financial Planner (TM) Practitioner
2000 - present - Member, Financial Planning Association2009 - present - Member, NAPFA(R) National Assoc of Personal Financial Advisors
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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