Daniel Ferwerda is a registered investment advisor, based in Grand Rapids, MI, with 27 years of industry experience.
Location
1917 E. Beltline Ave NE, Ste. 200-B, Grand Rapids, MI, 49525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an independently licensed insurance agent with various insurance companies, dedicating minimal time to this activity. He also serves as Secretary for Ada/Cascade East Rotary and operates TrueStone Wealth Management, dedicating full-time hours to the latter.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Edward JonesBroker
The Huntington Investment CompanyBroker
Kemper Distributors, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.