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Richard A. Vandersande

SMART STEWARDSHIP ADVISORS
Lake In The Hills, IL
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CRD#: 2419996
RV

Professional summary


Richard Andrew Vandersande is a registered financial advisor currently at SMART STEWARDSHIP ADVISORS located in Lake In The Hills, Illinois.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Richard has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

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 STEWARDSHIP ALLIANCE, LLC-08/2003 TO PRESENT.NOT INVESTMENT RELATED 1250 W. BROADWAY, PRINCETON, IN 47670. PROP STEWARDSHIP PLANNING PROCESS BASED ON BIBLICAL PRINCIPLES OF STEWARDSHIP.V/P SINCE ESTAB. DEVOTE 40 HRS TO THIS, NONE DURING TRADING HRS. BENEFIT ALLIANCE,INCORPORATED-6/2004 TO PRESENT,NON INVESTMENT RELATED 1250 W.BROADWAY, PRINCETON, IN 47670 PROVIDING GROUP DISCOUNTS AND BENEFITS FOR THOSE WITH THE FIRM. VP SINCE 6/2004 DATE CORP WAS ESTABLISHED.HRS DEVOTED TO OTHER BUS:2HOURS.DURING TRADING HRS-NONE. DUTIES-DEVELOPMENT OF BENEFIT PROGRAMS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Richard Andrew Vandersande's 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®
None

Experience


Current

August 29, 2005 - Present

SMART STEWARDSHIP ADVISORS

RIA
CRD#: 136468
Lake In The Hills, IL
Past

January 2, 2001 - September 12, 2005

MAIN STREET SECURITIES, LLC

BD
CRD#: 47127
HAYS, KS
Past

October 30, 1998 - December 31, 2000

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

December 17, 1993 - November 18, 1996

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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
Illinois
(8/29/2005)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/10/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SS
SMART STEWARDSHIP ADVISORS
RICHARD ANDREW VANDERSANDE | STEWARDSHIP SOLUTIONS | SMART STEWARDSHIP ADVISORS

CRD#: 136468 / SEC#:

Illinois
Registered Investment Advisory firm - (8/29/2005 Approved)
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Contact information


Main Address
Lake In The Hills, IL
Mailing Address
2413 W. Algonquin Rd. # 402, Algonquin, IL 60102
Phone number
(224) 256-2980
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts44
AUM (Assets Under Management)$ 43,400,000

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


SMART STEWARDSHIP ADVISORS

CRD#: 136468Lake In The Hills, IL

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