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Daniel J. Vredeveld

RICHMOND BROTHERS
Jackson, MI 49202
Some features on this profile are disabled
CRD#: 5993689
DV

Professional summary

Daniel J Vredeveld, CFP®, who also goes by Dan John Vredeveld, is a registered financial advisor currently at RICHMOND BROTHERS, INC. located in Jackson, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniel has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dan John Vredeveld

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Vredeveld'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: 2015

Experience

Current

July 17, 2012 - Present

RICHMOND BROTHERS, INC.

Office #1: 3568 Wildwood Avenue, Jackson, MI 49202
RIA
CRD#: 158916
Jackson, MI
Past

December 14, 2011 - January 19, 2012

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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".
RB
RICHMOND BROTHERS, INC.
RICHMOND BROTHERS, INC.

CRD#: 158916 / SEC#: 801-72736

RIA
Registered Investment Advisory firm - (9/28/2011 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
(7/17/2012)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/30/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/13/2011
General Securities Representative Examination

Current Firm

RB
RICHMOND BROTHERS, INC.
RICHMOND BROTHERS, INC.

CRD#: 158916 / SEC#: 801-72736

RIA
Registered Investment Advisory firm - (9/28/2011 Approved)
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Contact information

Main Address
3568 Wildwood Avenue, Jackson, MI 49202
Mailing Address
Phone number
(517) 435-4040
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (6 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RB - FORM ADV PART 2A - FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts1,899
AUM (Assets Under Management)$ 241,700,000

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

RICHMOND BROTHERS, INC.

CRD#: 158916Jackson, MI 49202

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