James Browning Moerdyk
Professional Summary
James Browning Moerdyk, who also goes by James Moerdyk, is a registered financial advisor currently at CAPITAL ADVISOR NETWORK located in Grand Rapids, Michigan. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. James has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Moerdyk
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WEALTHCARE CAPITAL MANAGEMENT LLC
Videos & Posts
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WEALTHCARE CAPITAL MANAGEMENT LLC
Contact Information
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WEALTHCARE CAPITAL MANAGEMENT LLC
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
CAN WEALTH MANAGEMENT | PURPETUAL WEALTH MANAGEMENT, LLC | MOERDYK FINANCIAL, INC. | MLN WEALTH PLANNING | KENNEDY WEALTH GROUP | EVANS FINANCIAL SERVICES, INC. | ESTATE WEALTH ADVISERS, LLC | CAPTIAL ADVISOR NETWORK, LLC | CAPTIAL ADVISOR NETWORK | CAPITAL ADVISOR NETWORK, LLC | CAPITAL ADVISOR NETWORK
Contact Information
Main Address
925 Mezzanine Drive Suite C, Lafayette, IN 47905Phone Number
(765) 588-1647# of Employees
18SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,261AUM (Assets Under Management)
$124,476,831Similar Advisors
WEALTHCARE CAPITAL MANAGEMENT LLC
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.
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WEALTHCARE CAPITAL MANAGEMENT LLC
Primary Firm SEC Registration
CAN WEALTH MANAGEMENT | PURPETUAL WEALTH MANAGEMENT, LLC | MOERDYK FINANCIAL, INC. | MLN WEALTH PLANNING | KENNEDY WEALTH GROUP | EVANS FINANCIAL SERVICES, INC. | ESTATE WEALTH ADVISERS, LLC | CAPTIAL ADVISOR NETWORK, LLC | CAPTIAL ADVISOR NETWORK | CAPITAL ADVISOR NETWORK, LLC | CAPITAL ADVISOR NETWORK
State Registrations and Notice Filings
(1/6/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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WEALTHCARE CAPITAL MANAGEMENT LLC
CRS (Client Relationship Summary) - RIA
Click below to view James Browning Moerdyk's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC
