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Brian C. Vrooman

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CRD#: 1362988
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Craig Vrooman, who also goes by Craig Vrooman, was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1985. Brian had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Craig Vrooman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 19, 2010 - December 31, 2019

VROOMAN AND ASSOCIATES, INC.

RIA
CRD#: 124740
ANN ARBOR, MI
Past

July 13, 1989 - March 22, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ANN ARBOR, MI
Past

February 24, 1988 - July 17, 1989

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

July 1, 1987 - March 5, 1988

LEXINGTON FUNDS DISTRIBUTOR, INC.

BD
CRD#: 8194
Past

May 24, 1985 - June 11, 1987

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
Past

April 24, 1985 - June 10, 1985

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/8/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


VA
VROOMAN AND ASSOCIATES, INC.
VROOMAN & ASSOCIATES, INC. | VROOMAN AND ASSOCIATES, INC.

CRD#: 124740 / SEC#:

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Contact information


Main Address
2360 E. Stadium Blvd., Suite 15, Ann Arbor, MI 48104-4887
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VROOMAN AND ASSOCIATES, INC.

CRD#: 124740

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