Jeroen J. Van Leersum

WYOMING WEALTH MANAGEMENT

Cincinnati, OH 45215

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CRD#: 6675882

Professional summary

Jeroen Johan Van Leersum, who also goes by Jeroen Van Leersum, is a registered financial advisor currently at WYOMING WEALTH MANAGEMENT, LLC located in Cincinnati, Ohio.

Jeroen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeroen has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeroen Van Leersum

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeroen Johan Van Leersum'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®

None

Experience

Current

December 4, 2019 - Present

WYOMING WEALTH MANAGEMENT, LLC

Office #1: 504 Wyoming Ave 2nd Floor, Cincinnati, OH 45215

RIA

CRD#: 306132

Cincinnati, OH

Past

June 6, 2017 - December 23, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Cincinnati, OH

Past

December 7, 2016 - December 23, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Cincinnati, OH

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

Indiana
(5/16/2022)

IAR

Kentucky
(5/12/2020)

IAR

Ohio
(12/4/2019)

IAR

Texas
(2/14/2023)

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 66

Date: 5/30/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/7/2016

General Securities Representative Examination

Current Firm

WYOMING WEALTH MANAGEMENT, LLC

WWM | WYOMING WEALTH MANAGEMENT, LLC

CRD#: 306132 / SEC#:

California

Registered Investment Advisory firm - (12/14/2025 Terminated)

Indiana

Registered Investment Advisory firm - (5/16/2022 Approved)

Kentucky

Registered Investment Advisory firm - (5/12/2020 Approved)

Ohio

Registered Investment Advisory firm - (12/4/2019 Approved)

Texas

Registered Investment Advisory firm - (2/14/2023 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

504 Wyoming Avenue Second Floor, Cincinnati, OH 45215

Mailing Address

Phone number

(513) 334-7334

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	221
AUM (Assets Under Management)	$ 41,008,807

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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Jeroen J. Van Leersum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeroen Johan Van Leersum's CRS (Customer Relationship Summary).

Certified licenses

Experience

WYOMING WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/30/2017

SIE

Date: 10/1/2018

Series 7

Date: 12/7/2016

Current Firm

WYOMING WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WYOMING WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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