JO
Janine L. Osterink
ADVISORY ALPHA
Holland, MI 49423
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CRD#: 6141796
JO
Professional summary
Janine Lee Osterink, who also goes by Janine Osterink, Janine Lee Vugteveen, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Holland, Michigan.
Janine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Janine has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Janine Osterink | Janine Lee Vugteveen
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.
(1) Osterink Farm, LLC; Not investment-related; 348 S. Waverly Rd., Holland, MI 49423; Farming Operations; Owner; 05/2024; APPROX. 0 hours/month ; Approx. 0 hours/month during trading hours; Providing land, equipment, and resources for farming purposes. (2) H3W Legacy, LLC; Investment-related; 348 S. Waverly Rd., Holland, MI 49423; Insurance product distribution; Owner; 01/2025; Approx. 1 hour/month; Approx. 0 hours/month during trading hours; Providing insurance product distribution services and managing business operations.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 11, 2013 - Present
ADVISORY ALPHA, LLC
Office #1: 348 S Waverly Rd Suite 100, Holland, MI 49423RIA
CRD#: 158282
Holland, MI
Past
November 17, 2017 - December 11, 2020
PLANNERS ALLIANCE
RIA
CRD#: 290575
HOLLAND, MI
Past
December 6, 2012 - March 21, 2017
ALPHASTAR CAPITAL MANAGEMENT
RIA
CRD#: 157423
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".
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC
CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - (6/14/2011 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(2/11/2013)
Current Firm
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC
CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - (6/14/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423
Mailing Address
Phone number
(866) 530-1400
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 22,480 |
| AUM (Assets Under Management) | $ 3,468,083,482 |
Red Flags
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Company Information
ADVISORY ALPHA, LLC
CRD#: 158282Holland, MI 49423TRUST BUT VERIFY
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