James N. Louwerse

GPS FINANCIAL GROUP

Grand Rapids, MI 49505

Some features on this profile are disabled

CRD#: 3203268

Professional summary

James Noel Louwerse, CFP® is a registered financial advisor currently at GPS FINANCIAL GROUP, LLC located in Grand Rapids, Michigan.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. James has worked at 5 firms and has passed the Series 63 and Series 7 exams.

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.

Name of the other business: THRIVE LEARNING CENTER FOUNDATION Investment-related: NO Address: 3356 E PARIS SE, KENTWOOD, MI 49512 Nature of the business: PRIVATE SCHOOL Position, title, or relationship with the other business: TREASURER Start date: JUNE 2025 Approximate hours/month: 4 Hours during securities trading hours: 0 Duties: OVERSEE AND PRESENT BUDGETS, ACCOUNTS AND FINANCIAL STATEMENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Noel Louwerse'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

January 4, 2016 - Present

GPS FINANCIAL GROUP, LLC

Office #1: 2300 3 Mile Road Suite 3, Grand Rapids, MI 49505

RIA

CRD#: 281534

Grand Rapids, MI

Past

April 10, 2013 - July 16, 2015

OFM WEALTH

RIA

CRD#: 123091

ORLAND PARK, IL

Past

February 3, 2010 - April 26, 2013

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

ORLAND PARK, IL

Past

March 18, 2005 - April 26, 2013

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ORLAND PARK, IL

Past

April 21, 2004 - March 18, 2005

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

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
(1/4/2016)

IAR

Indiana
(9/6/2016)

IAR

Michigan
(1/6/2016)

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

State Security Law Exam

Series 63

Date: 4/21/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/20/2004

General Securities Representative Examination

Current Firm

GPS FINANCIAL GROUP, LLC

GPS FINANCIAL GROUP | GPS FINANCIAL GROUP, LLC

CRD#: 281534 / SEC#:

Illinois

Registered Investment Advisory firm - (1/4/2016 Approved)

Indiana

Registered Investment Advisory firm - (9/6/2016 Approved)

Michigan

Registered Investment Advisory firm - (1/4/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

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

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

Contact information

Main Address

2300 3 Mile Road Suite 3, Grand Rapids, MI 49505

Mailing Address

Phone number

(888) 717-2266

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	350
AUM (Assets Under Management)	$ 64,347,406

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 Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James N. Louwerse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Noel Louwerse's CRS (Customer Relationship Summary).

Certified licenses

Experience

GPS FINANCIAL GROUP, LLC

OFM WEALTH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CETERA WEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/21/2004

Series 7

Date: 4/20/2004

Current Firm

GPS FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GPS FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Similar Advisors