Ronald J. Van Surksum, CFP<sup>&reg;</sup> - Financial Advisor

Ronald J. Van Surksum, CFP®

Managing Member

AAM Financial Planning and Investments, LLC

4555 Wilson Ave SW, Ste 2A
Grandville, MI 49418-2370
FINANCIAL ADVISOR'S WEBSITE
(616) 531-5220 x15 CONNECT WITH Ronald
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General

Ronald Van Surksum is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AAM Financial Planning and Investments, LLC in Grandville, MI and the surrounding communities.

Financial Advisor Overview

Advanced Asset Management, LLC is an independent, fee-only financial planning and investment firm based in Grand Rapids, MI. 



My mission is to help clients plan for their goals, manage their resources and maximize their financial potential.

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Financial Advisor Experience

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 Association
2009 - present - Member, NAPFA(R) National Assoc of Personal Financial Advisors

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Starting a Family, Sudden Wealth, Medical & Health Issues, Special Needs, Personal Taxes

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