JM
JM

James Browning Moerdyk

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,153 clients
Average Client Portfolio
$86K average
Assets Under Management
$99.5M

Fee Structure

Minimum Investment:$5K
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Location

5005 Cascade Road Se, Suite B, Grand Rapids, MI, 49546

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James is the president of Moerdyk Financial, Inc., used for bookkeeping and marketing advisory services, dedicating nearly full-time hours to this. He also sells insurance and fixed products as an insurance agent, spending about half his time on this activity, and owns Bills Sharpening, LLC, a blade sharpening service, spending about 10-20% of his time.

Employment History
Current Registrations
Capital Advisor Network
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Brookstone Capital Management LLC
January 2015 - March 2019 · 4 yrs 2 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
James Browning Moerdyk - Financial Advisor | TrueAdvisor