Derek A. Van Solkema

ADVANCE CAPITAL MANAGEMENT

Grand Rapids, MI 49546

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CRD#: 5599121

Professional summary

Derek A Van Solkema, CFP®, who also goes by Derek A Vansolkema Mr, Derek A Vansolkema, is a registered financial advisor currently at ADVANCE CAPITAL MANAGEMENT INC located in Grand Rapids, Michigan.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Derek has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Derek A Vansolkema Mr | Derek A Vansolkema

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 business: BAGGS PARTNERS, LLC; Investment Related: NO; Address: 53 EASTHAMPTON CT NE, GRAND RAPIDS, MI 49546; Nature of Business: REAL ESTATE DEVELOPMENT AND OWNERSHIP; Position: OWNER; Start: 01/06/2022; Hours per month: 1; Hours during trading hours: 0; Duties: PURCHASE LAND FOR RESIDENTIAL REAL ESTATE DEVELOPMENT. Name of business : VanSheffer Ventures LLC; Investment Related : YES; Address: 53 Easthampton Ct. NE Grand Rapids Michigan 49546 ; Position : Member; Start date : 2024/12/02; Hours per month: 2; Hours during trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 3 .

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek A Van Solkema'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: 2016

Experience

Current

July 15, 2015 - Present

ADVANCE CAPITAL MANAGEMENT INC

Office #1: 625 Kenmoor Avenue Se Suite 307, Grand Rapids, MI 49546Office #2: 4225 Naperville Rd. Suite 160, Lisle, IL 60532

RIA

CRD#: 110767

Grand Rapids, MI

Past

April 10, 2015 - May 1, 2017

ADVANCE CAPITAL SERVICES, INC.

CRD#: 19347

LISLE, IL

Past

October 8, 2009 - May 10, 2012

MML INVESTORS SERVICES, LLC

CRD#: 10409

GRAND RAPIDS, 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".

ADVANCE CAPITAL MANAGEMENT INC

CRD#: 110767 / SEC#: 801-28092

RIA

Registered Investment Advisory firm - (10/9/1986 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

Illinois
(2/15/2017)

IAR

Michigan
(8/27/2019)

IAR

Texas
(5/24/2021)

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

IAR

Series 65

Date: 7/14/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/6/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/1/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/10/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVANCE CAPITAL MANAGEMENT INC

CRD#: 110767 / SEC#: 801-28092

RIA

Registered Investment Advisory firm - (10/9/1986 Approved)

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Contact information

Main Address

One Towne Square Suite 444, Southfield, MI 48076

Mailing Address

Phone number

(248) 350-8543

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE (9/29/2025)

Regulatory assets under management

Total Number of Accounts	14,365
AUM (Assets Under Management)	$ 4,504,447,556

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.

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Advisor Monitoring

Firm Stability Insights

Derek A. Van Solkema

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek A Van Solkema's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVANCE CAPITAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

ADVANCE CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2015

Series 63

Date: 5/6/2015

SIE

Date: 5/1/2017

Series 6

Date: 4/10/2015

Current Firm

ADVANCE CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVANCE CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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