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Our Form ADV Part II
Inestment advisory firms are required by the SEC to offer their From ADV to clients. Here is our current Form ADV: AAM Form ADV (9/10/09).pdf. |
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Ron Van Surksum, CFP®
My role at AAM in addition to meeting with clients is to analyze a clients personal situation and create financial plans and investment plans for them. Essentially I create a “blue print” for my clients based on where they are today and then tell them what they need to do to reach their goals. I enjoy working with experienced investors as well as “start-up” investors who are just beginning to work their way toward financial independence. In addition to being the financial planning specialist I spend a large portion of my time monitoring client investments and making sure investment dollars are adequately diversified. |
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Scott Grissom, PhD, CFP®
Scott is a financial advisor at Advanced Asset Management and Professor at Grand Valley State University. He meets with clients by appointment only and specializes in financial planning, strategies for paying for college and passive investing techniques. Scott earned a Certificate of Financial Planning from GVSU, is a member of the Financial Planning Association (FPA) and a member of the National Association of Personal Financial Advisors (NAPFA). He founded the West Michigan NAPFA Study Group for local fee-only financial advisors to exchange information and learn from each other.
Scott has appeared on Take Five & Company, a local Grand Rapids talk show airing on ABC. He is an entertaining and informative speaker about a variety of personal finance topics. Consider inviting him to your group's next meeting.
grissom@aamllc.com
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