Joseph L. Van Dam

ALL TERRAIN FINANCIAL ADVISORS

Coon Rapids, MN 55433

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CRD#: 6262795

Professional summary

Joseph Lee Van Dam is a registered financial advisor currently at ALL TERRAIN FINANCIAL ADVISORS located in Coon Rapids, Minnesota.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Joseph has worked at 2 firms and has passed the Series 65 exam.

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.

1) JOSEPH VANDAM (SOLE PROP); INSURANCE - LIFE/HEALTH; AGENT; ACTIVE OWNER; 3% TIME Spent 2) ) Real Estate rental, management, and investment properties since 2006- not securities investment related- owner and/or partner- approximately 10 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Lee Van Dam'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®

None

Experience

Current

February 23, 2017 - Present

ALL TERRAIN FINANCIAL ADVISORS

Office #1: 551 Coon Rapids Boulevard Nw, Coon Rapids, MN 55433

RIA

CRD#: 286683

Coon Rapids, MN

Past

January 16, 2014 - May 25, 2017

VECTOR WEALTH MANAGEMENT

RIA

CRD#: 152667

MINNEAPOLIS, MN

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".

ALL TERRAIN FINANCIAL ADVISORS

ALL TERRAIN FINANCIAL ADVISORS | ALL TERRAIN FINANCIAL ADVISORS, LLC

CRD#: 286683 / SEC#: 801-109958

RIA

Registered Investment Advisory firm - (12/31/2016 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

Minnesota
(2/23/2017)

IAR

Texas
(10/20/2020)

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: 6/22/2017

Uniform Investment Adviser Law Examination

Current Firm

ALL TERRAIN FINANCIAL ADVISORS

ALL TERRAIN FINANCIAL ADVISORS | ALL TERRAIN FINANCIAL ADVISORS, LLC

CRD#: 286683 / SEC#: 801-109958

RIA

Registered Investment Advisory firm - (12/31/2016 Approved)

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Contact information

Main Address

551 Coon Rapids Boulevard Nw, Coon Rapids, MN 55433

Mailing Address

Phone number

(612) 216-3501

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALL TERRAIN FINANCIAL ADVISORS ADV PART 2A - BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	595
AUM (Assets Under Management)	$ 323,634,293

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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Joseph L. Van Dam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Lee Van Dam's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALL TERRAIN FINANCIAL ADVISORS

VECTOR WEALTH MANAGEMENT

Primary Firm SEC Registration

ALL TERRAIN FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2017

Current Firm

ALL TERRAIN FINANCIAL ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALL TERRAIN FINANCIAL ADVISORS

TRUST BUT VERIFY

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