AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Aaron M Ritsema

Aaron M. Ritsema

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
Grand Rapids, MI 49546
Some features on this profile are disabled
CRD#: 4944968
Aaron M Ritsema

Professional summary

Aaron M Ritsema, CFP®, who also goes by Aaron Michael Ritsema, Aaron Ritsema, is a registered financial advisor currently at LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT located in Grand Rapids, Michigan.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Aaron has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Aaron Michael Ritsema | Aaron Ritsema

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.
Erfstuk LLC | not investment related | Grand Rapids, Michigan | start date 04/01/2018 | Owner | LLC Member | purchase vacation rental condo in Fort Beach, Florida | less than 20 hours per month | none during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron M Ritsema'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: 2014

Experience

Current

April 29, 2022 - Present

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Office #1: 625 Kenmoor Ave Se Suite 209, Grand Rapids, MI 49546
RIA
CRD#: 168831
Grand Rapids, MI
Past

June 24, 2010 - April 26, 2022

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Grand Rapids, MI
Past

February 9, 2007 - April 26, 2022

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Grand Rapids, MI
Past

May 20, 2005 - February 2, 2007

ROYAL SECURITIES COMPANY

BD
CRD#: 10702
GRANDVILLE, MI

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".
L&
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
INVESTMENT COUNSEL A DIVISION OF LAFLEUR & GODFREY LLC | LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT | LAFLEUR & GODFREY LLC

CRD#: 168831 / SEC#: 801-78536

RIA
Registered Investment Advisory firm - (8/1/2013 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
(4/29/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/27/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/3/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/19/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/18/2010
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/4/2010
General Securities Sales Supervisor - Options Module Examination

Current Firm

L&
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
INVESTMENT COUNSEL A DIVISION OF LAFLEUR & GODFREY LLC | LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT | LAFLEUR & GODFREY LLC

CRD#: 168831 / SEC#: 801-78536

RIA
Registered Investment Advisory firm - (8/1/2013 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
625 Kenmoor Ave Se Suite 209, Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 942-1580
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LAFLEUR & GODFREY LLC ADV BROCHURE PART 2A - OTHER THAN ANNUAL (10/31/2025)

Regulatory assets under management

Total Number of Accounts811
AUM (Assets Under Management)$ 927,418,738

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

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

CRD#: 168831Grand Rapids, MI 49546

TRUST BUT VERIFY

Monitor Aaron Ritsema

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Scott Thomas Davison
Scott DavisonAdvisorCheck Check Mark
WEALTHCARE CAPITAL MANAGEMENT LLC
IAR
GRAND RAPIDS, MI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics