JV
John E. Vande Guchte
INNOVIA WEALTH
Grand Rapids, MI 49503
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CRD#: 6648717
JV
Professional summary
John Edward Vande Guchte is a registered financial advisor currently at INNOVIA WEALTH, LLC located in Grand Rapids, Michigan.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. John has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
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. ASSUMPTION OF THE BLESSED VIRGIN MARY, NON PROFIT, START DATE: 10/17, 6369 BELMONT AVE NE, BELMONT, MI 49306, NON-PROFIT ORGANIZATION, ADVISORY FINANCE COUNCIL MEMBER, NOT INVESTMENT RELATED, 4 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. Samaritas, Start Date: 08/2020, 8131 E Jefferson Ave., Detroit, MI 48214, Not-for-profit organization, Charity/Non-profit Organization, Board Member and Investment Committee Member, Finance Committee Member, and Executive Committee Member, Board Member - Meet quarterly, additional calls/meetings as necessary, Investment Committee Member - Helping to oversee investments managed by outside financial advisors, no direct control over any accounts or investments, Investment Related, 4 Hours per month, .5 hours per week during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view John Edward Vande Guchte'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
January 23, 2018 - Present
INNOVIA WEALTH, LLC
Office #1: 171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503RIA
CRD#: 289913
Grand Rapids, MI
Past
January 23, 2018 - December 31, 2020
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
Grand Rapids, MI
Past
August 12, 2016 - January 24, 2018
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
Grand Rapids, MI
Past
May 24, 2016 - January 24, 2018
VALMARK SECURITIES, INC.
BD
CRD#: 31243
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".
IW
INNOVIA WEALTH, LLC
INNOVIA WEALTH, LLC | STRATEGIES WEALTH ADVISORS, LLC | STRATEGIES WEALTH ADVISORS | MTB OF MICHIGAN, LLC
CRD#: 289913 / SEC#: 801-112177
RIA
Registered Investment Advisory firm - (12/15/2017 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
California(3/9/2023)
IAR
Florida(5/8/2023)
IAR
Illinois(3/13/2023)
IAR
Michigan(1/23/2018)
IAR
Ohio(3/10/2023)
IAR
Oregon(12/1/2023)
IAR
Texas(3/31/2021)
IAR
Virginia(11/29/2023)
IAR
Washington(5/29/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
IW
INNOVIA WEALTH, LLC
INNOVIA WEALTH, LLC | STRATEGIES WEALTH ADVISORS, LLC | STRATEGIES WEALTH ADVISORS | MTB OF MICHIGAN, LLC
CRD#: 289913 / SEC#: 801-112177
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
171 Monroe Ave. Nw Suite 800, Grand Rapids, MI 49503
Mailing Address
Phone number
(616) 719-5007
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,295 |
| AUM (Assets Under Management) | $ 2,430,721,931 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/15/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INNOVIA WEALTH, LLC
CRD#: 289913Grand Rapids, MI 49503TRUST BUT VERIFY
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