Levi Vandam

GENERATIONAL WEALTH MANAGEMENT

Zeeland, MI 49464

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CRD#: 7263206

Professional summary

Levi Vandam, who also goes by Levi M Van Dam, is a registered financial advisor currently at GENERATIONAL WEALTH MANAGEMENT located in Zeeland, Michigan.

Levi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Levi has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Levi M Van Dam

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.

INSURANCE AGENT; INVESTMENT RELATED; SAME OFFICE ADDRESS; INSURANCE SALES (ACCIDENT, LIFE & HEALTH); 4 HRS/MTH, SAME DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Levi Vandam's CRS (Customer Relationship Summary).

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

August 29, 2022 - Present

GENERATIONAL WEALTH MANAGEMENT

Office #1: 244 East Main Avenue, Zeeland, MI 49464

RIA

CRD#: 281330

Zeeland, MI

Past

August 21, 2023 - September 26, 2025

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

ZEELAND, 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".

GENERATIONAL WEALTH MANAGEMENT

GEN-WEALTH PARTNERS | GENERATIONAL WEALTH MANAGMENT | GENERATIONAL WEALTH MANAGEMENT | GEN-WEALTH PARTNERS, INC.

CRD#: 281330 / SEC#: 801-118828

RIA

Registered Investment Advisory firm - (6/1/2020 Approved)

Indiana

Registered Investment Advisory firm - (8/27/2020 Terminated)

Michigan

Registered Investment Advisory firm - (8/21/2020 Terminated)

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).

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
(8/29/2022)

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

Series 63

Date: 9/6/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/13/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/19/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/12/2022

Securities Industry Essentials Examination

Current Firm

GENERATIONAL WEALTH MANAGEMENT

GEN-WEALTH PARTNERS | GENERATIONAL WEALTH MANAGMENT | GENERATIONAL WEALTH MANAGEMENT | GEN-WEALTH PARTNERS, INC.

CRD#: 281330 / SEC#: 801-118828

RIA

Registered Investment Advisory firm - (6/1/2020 Approved)

Indiana

Registered Investment Advisory firm - (8/27/2020 Terminated)

Michigan

Registered Investment Advisory firm - (8/21/2020 Terminated)

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Contact information

Main Address

244 East Main Avenue, Zeeland, MI 49464

Mailing Address

Phone number

(616) 931-1270

Established

Firm type

Fiscal year end

# of Employees

111

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (4/14/2025)

Regulatory assets under management

Total Number of Accounts	1,751
AUM (Assets Under Management)	$ 299,652,790

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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Levi Vandam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Levi Vandam's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENERATIONAL WEALTH MANAGEMENT

PRIVATE CLIENT SERVICES, LLC

Primary Firm SEC Registration

GENERATIONAL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 9/6/2023

Series 65

Date: 8/13/2022

Series 7TO

Date: 8/19/2023

SIE

Date: 11/12/2022

Current Firm

GENERATIONAL WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENERATIONAL WEALTH MANAGEMENT

TRUST BUT VERIFY

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