Rodney Wayne Van Belle
CFP®Professional Summary
Rodney Wayne Van Belle, CFP®, who also goes by Rodney Wayne Vanbelle, was a registered financial advisor. Rodney was a previously registered financial professional and started their career in finance 1990 - 2025. Rodney had worked at 8 firms and has passed the Series 63, Series 7, Series 10, Series 9, Series 4, Series 24 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rodney Wayne Vanbelle
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
LAIRD NORTON TYEE ASSET STRATEGIES, LLC | TYEE ASSET STRATEGIES, LLC | TAS ACQUISITION, LLC | LNW WEALTH MANAGEMENT, LLC | LNW | LANAVA INVESTMENT PLANNING (LANAVA) | LAIRD NORTON WEALTH MANAGEMENT, LLC | LAIRD NORTON WEALTH MANAGEMENT
Contact Information
Main Address
801 Second Avenue, Suite 1600, Seattle, WA 98104-1564Phone Number
(206) 464-5100# of Employees
91Documents
Regulatory Assets Under Management
Total Number of Accounts
2,463AUM (Assets Under Management)
$4,526,284,775Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Aug 2010About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2009About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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