JM
James B. Moerdyk
CAPITAL ADVISOR NETWORK
GRAND RAPIDS, MI 49546
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CRD#: 6441856
JM
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James Moerdyk
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. 5/2011- MOERDYK FINANCIAL, INC. PRESIDENT. GRAND RAPIDS, MI. ENTITY USED FOR BOOKKEEPING AND MARKETING OF ADVISORY SERVICES OFFERED THROUGH CAPITAL ADVISOR NETWORK. TIME SPENT = 120 HRS/MO 2. INSURANCE AGENT; INVESTMENT RELATED; GRAND RAPIDS; 2011; 80 HOURS/MO DURING TRADING HOURS; SALE OF INSURANCE AND FIXED PRODUCTS 3. 1/2020: BILLS SHARPENING, LLC. OWNER. ENTITY PROVIDING BLADE SHARPENING SERVICES FOR RESIDENTIAL RETAIL MARKET. NOT INVESTMENT RELATED. TIME SPENT = 20 HRS/MO.
CRS (Client Relationship Summary) - RIA
Click below to view James Browning Moerdyk's 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®
NoneExperience
Current
March 18, 2019 - Present
CAPITAL ADVISOR NETWORK
Office #1: 5005 Cascade Road Se Suite B, Grand Rapids, MI 49546RIA
CRD#: 297578
GRAND RAPIDS, MI
Past
January 26, 2015 - March 18, 2019
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
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".
CA
CAPITAL ADVISOR NETWORK
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
CRD#: 297578 / SEC#: 801-123345
RIA
Registered Investment Advisory firm - (2/28/2022 Approved)Illinois
Registered Investment Advisory firm - (3/1/2022 Terminated)Indiana
Registered Investment Advisory firm - (3/2/2022 Terminated)Michigan
Registered Investment Advisory firm - (3/8/2022 Terminated)Tennessee
Registered Investment Advisory firm - (3/1/2022 Terminated)Texas
Registered Investment Advisory firm - (3/1/2022 Terminated)Virginia
Registered Investment Advisory firm - (3/2/2022 Terminated)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(3/18/2019)
Current Firm
CA
CAPITAL ADVISOR NETWORK
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
CRD#: 297578 / SEC#: 801-123345
RIA
Registered Investment Advisory firm - (2/28/2022 Approved)Illinois
Registered Investment Advisory firm - (3/1/2022 Terminated)Indiana
Registered Investment Advisory firm - (3/2/2022 Terminated)Michigan
Registered Investment Advisory firm - (3/8/2022 Terminated)Tennessee
Registered Investment Advisory firm - (3/1/2022 Terminated)Texas
Registered Investment Advisory firm - (3/1/2022 Terminated)Virginia
Registered Investment Advisory firm - (3/2/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
925 Mezzanine Drive Suite C, Lafayette, IN 47905
Mailing Address
Phone number
(765) 588-1647
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,153 |
| AUM (Assets Under Management) | $ 99,497,162 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL ADVISOR NETWORK
CRD#: 297578Grand Rapids, MI 49546TRUST BUT VERIFY
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