Daniel J. Vandenberg

EASTOWN FINANCIAL ADVISORS

Grand Rapids, MI 49506

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CRD#: 5728911

Professional summary

Daniel Jordan Vandenberg is a registered financial advisor currently at EASTOWN FINANCIAL ADVISORS, LLC located in Grand Rapids, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel has worked at 2 firms and has passed the Series 66, SIE 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.

EASTOWN FINANCIAL SERVICES.1514 WEALTHY STREET SUITE 226 GRAND RAPIDS, MI 49506, TAX & ACCOUNTING, DATE IN 10/2009. 160 HOURS, 120 HOURS SECURITIES TRADING, PAYROLL AND ACCOUNTING ALONG WITH TAX PREPARATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Jordan Vandenberg'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

October 22, 2019 - Present

EASTOWN FINANCIAL ADVISORS, LLC

Office #1: 1514 Wealthy St Se Suite 226, Grand Rapids, MI 49506

RIA

CRD#: 305675

Grand Rapids, MI

Past

October 20, 2010 - October 21, 2019

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

GRAND RAPIDS, MI

Past

September 9, 2010 - October 21, 2019

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

GRAND RAPIDS, MI

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
(10/22/2019)

IAR

Texas
(3/11/2021)

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 66

Date: 10/9/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/8/2010

General Securities Representative Examination

Current Firm

EASTOWN FINANCIAL ADVISORS, LLC

CRD#: 305675 / SEC#:

Michigan

Registered Investment Advisory firm - (9/17/2019 Approved)

Texas

Registered Investment Advisory firm - (3/8/2021 Conditional Restricted)

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Contact information

Main Address

1514 Wealthy St Se Suite 226, Grand Rapids, MI 49506

Mailing Address

Phone number

(616) 233-9773

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	631
AUM (Assets Under Management)	$ 94,859,329

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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Daniel J. Vandenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Jordan Vandenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

EASTOWN FINANCIAL ADVISORS, LLC

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/9/2010

SIE

Date: 10/1/2018

Series 7

Date: 9/8/2010

Current Firm

EASTOWN FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EASTOWN FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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