Douglas E. Voisard

VOISARD ASSET MANAGEMENT GROUP

GRAND RAPIDS, MI 49503

Some features on this profile are disabled

CRD#: 1689155

Professional summary

Douglas Edward Voisard, CFP® is a registered financial advisor currently at VOISARD ASSET MANAGEMENT GROUP located in Grand Rapids, Michigan.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Douglas has worked at 2 firms and has passed the Series 52 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

None

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) - RIA

Click below to view Douglas Edward Voisard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

May 21, 2010 - Present

VOISARD ASSET MANAGEMENT GROUP

Office #1: 99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503

RIA

CRD#: 118048

GRAND RAPIDS, MI

Past

June 16, 1987 - July 14, 1987

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VOISARD ASSET MANAGEMENT GROUP

VAM GROUP, INC. | VOISARD ASSET MANAGEMENT GROUP

CRD#: 118048 / SEC#: 801-62198

RIA

Registered Investment Advisory firm - (7/3/2003 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(5/21/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 52

Date: 8/22/1995

Municipal Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/15/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VOISARD ASSET MANAGEMENT GROUP

VAM GROUP, INC. | VOISARD ASSET MANAGEMENT GROUP

CRD#: 118048 / SEC#: 801-62198

RIA

Registered Investment Advisory firm - (7/3/2003 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503

Mailing Address

P.o. Box 205, Otsego, MI 49078

Phone number

(616) 988-5778

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VOISARD ASSET MANAGEMENT GROUP PART 2A OF FORM ADV (1/29/2026)

Regulatory assets under management

Total Number of Accounts	1,614
AUM (Assets Under Management)	$ 589,375,294

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.

Similar Advisors

Scott Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

IAR

GRAND RAPIDS, MI

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Douglas E. Voisard

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Edward Voisard's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOISARD ASSET MANAGEMENT GROUP

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

VOISARD ASSET MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 52

Date: 8/22/1995

Series 6

Date: 6/15/1987

Current Firm

VOISARD ASSET MANAGEMENT GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VOISARD ASSET MANAGEMENT GROUP

TRUST BUT VERIFY

Similar Advisors