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Douglas Postma

27 Years of Experience
Grandville, MI
Broker

Douglas Postma is a registered investment advisor at Cetera Investment Advisers LLC, based in Grandville, MI, with 27 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4250 Chicago Drive, Grandville, MI, 49418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Douglas is the president and owner of Trillium Financial Advisors, offering tax, accounting, and investment services since 2013. This takes nearly all of Douglas's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2010 - Present · 16 yrs
Cetera Financial Specialists LLCBroker
July 2005 - Present · 21 yrs 2 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
October 1999 - July 2005 · 5 yrs 9 mos
PFS Investments INC.Broker
November 1998 - September 1999 · 10 mos
State Registrations4 states
INMINCOH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.