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JK

Joshua James Kammeyer

AIF®
AMERICAN ALTERNATIVE CAPITAL
ANN ARBOR, MI
·CRD# 5745175·10 years experience

Professional Summary

Joshua James Kammeyer, AIF® is a registered financial advisor currently at AMERICAN ALTERNATIVE CAPITAL, LLC located in Ann Arbor, Michigan. Joshua is registered as a RR (Registered Representative) and started their career in finance in 2016. Joshua has worked at 3 firms and has passed the Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

10 years in the financial services industry

Current & Past Employments

AMERICAN ALTERNATIVE CAPITAL, LLC·CRD# 309956
BD
3909 Research Park Drive Suite 250, Ann Arbor, MI 48108
July 29, 2022 - Present
PARKLAND SECURITIES, LLC·CRD# 115368
BD
Ann Arbor, MI
August 31, 2020 - July 28, 2022
SIGMA FINANCIAL CORPORATION·CRD# 14303
BD
Ann Arbor, MI
March 18, 2016 - July 28, 2022

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Current Firm

AA
AMERICAN ALTERNATIVE CAPITAL, LLC

AMERICAN ALTERNATIVE CAPITAL, LLC | LINK ALTS CAPITAL, LLC

CRD#: 309956 / SEC#: 8-70651
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

3909 Research Park Drive Suite 250, Ann Arbor, MI 48108

Mailing Address

3909 Research Park Drive Suite 250, Ann Arbor, MI 48108

Phone Number

(248) 428-8002

Established

Colorado since 07/06/2020

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CARPE DIEM I, LLCMEMBER—
CONCORDE INVESTMENT PARTNERS, LLCOWNER/MANAGING MEMBER—
DELUNA, LORI MARIECHIEF COMPLIANCE OFFICER5087442
KAMMEYER, JOSHUA JAMESPRINCIPAL OPERATIONS OFFICER5745175
KAVANAUGH, JASON PATRICKPRESIDENT, DESIGNATED PRINCIPAL2693303

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Dec 2024About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2016About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2020About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Joshua James Kammeyer's CRS (Customer Relationship Summary).

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JK
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