Richard Veenhoven is a ChFC-designated registered investment advisor at Osaic Institutions, INC., based in Holland, MI, with 16 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
99 East 8th Street, Holland, MI, 49423
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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.
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Richard is SVP Wealth Management at West Michigan Community Bank, dedicating about a quarter of his time. He also has several real estate-related activities, including being a member of AdamsWay DEV LLC, owning a family cottage/seasonal rental, managing member of Dream LLC, and president/treasurer of Van Raalte Farm Civil War Muster.
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
S.A. Mason, LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Investment Professionals, INC.
Investment Professionals, INC.Broker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
State Registrations1 state
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
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