Daniel C. Haines
VOISARD ASSET MANAGEMENT GROUP
Grand Rapids, MI 49503
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CRD#: 6868330
Professional summary
Daniel Curtis Haines, CFA, CFP®, who also goes by Dan Curtis Haines, is a registered financial advisor currently at VOISARD ASSET MANAGEMENT GROUP located in Grand Rapids, Michigan.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Daniel has worked at 3 firms .
Biography
Prior to co-founding SummitView Advisors, Dan worked for two multi-billion-dollar advisory firms where he focused on building tailored portfolios for clients. After working at the larger organizations, he wanted to start a firm where he could give a more personalized experience and specialize in who he worked with. Dan is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds a BA from Calvin College and a MBA from the University of Notre Dame. Dan also teaches an investment class at Western Michigan University.
Dan serves on the boards of Kalamazoo Loaves & Fishes and the CFA Society of West Michigan. Dan grew up in Grand Rapids and now lives in Kalamazoo. He works with clients throughout Michigan and virtually across the US.
When he isn’t working with clients, Dan and his wife, Claire, spend most of their time chasing around after their two young daughters. They also enjoy hiking along the lakeshore, playing a quick nine holes, and trying to find the best Tex-Mex restaurant at whatever city they are in.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Small Business Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Business Owners
Corporate Executives
Entrepreneurs
Generation X
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Dan Curtis Haines
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.
WESTERN MI UNIVERSITY : NON-INVESTMENT RELATED : 1903 W MICHIGAN AVE, KALAMAZOO, MI 49008 : EDUCATIONAL : INSTRUCTOR : START DATE - 05/2018 : 4 HOURS PER WEEK : TEACHING AN INVESTING CLASS AT HAWORTH COLLEGE OF BUSINESS AS PART OF WMI
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Curtis Haines'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®
CFP®
Start date: 2019
Experience
Current
August 11, 2024 - Present
VOISARD ASSET MANAGEMENT GROUP
Office #1: 99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503RIA
CRD#: 118048
Grand Rapids, MI
Past
September 13, 2018 - September 18, 2024
SUMMITVIEW ADVISORS
RIA
CRD#: 292927
ADA, MI
Past
October 12, 2017 - January 23, 2019
ZHANG FINANCIAL
RIA
CRD#: 159257
PORTAGE, 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".
VA
VOISARD ASSET MANAGEMENT GROUP
VAM GROUP, INC. | VOISARD ASSET MANAGEMENT GROUP
CRD#: 118048 / SEC#: 801-62198
RIA
Registered Investment Advisory firm - (7/3/2003 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
Michigan(8/11/2024)
Exams
Current Firm
VA
VOISARD ASSET MANAGEMENT GROUP
VAM GROUP, INC. | VOISARD ASSET MANAGEMENT GROUP
CRD#: 118048 / SEC#: 801-62198
RIA
Registered Investment Advisory firm - (7/3/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
99 Monroe Ave, Nw, Suite 504, Grand Rapids, MI 49503
Mailing Address
P.o. Box 205, Otsego, MI 49078
Phone number
(616) 988-5778
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,465 |
| AUM (Assets Under Management) | $ 490,209,538 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VOISARD ASSET MANAGEMENT GROUP
CRD#: 118048Grand Rapids, MI 49503TRUST BUT VERIFY
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