RA
RA

Riley Aalderink

8 Years of Experience
Holland, MI
Sells Insurance

Riley Aalderink is a registered investment advisor at Advisory Alpha, LLC, based in Holland, MI, with 8 years of industry experience. Riley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None

Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.

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Location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Riley is an insurance agent selling fixed and traditional insurance products since 2019, dedicating a few hours per week. Riley also works as a Wealth Advisor & Investment Operations Officer at Vision Financial Group, providing financial, consulting, and insurance services to clients, which takes about a quarter of their time.

Employment History
Current Registrations
Advisory Alpha, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Cambridge Investment Research, INC.Broker
March 2020 - April 2023 · 3 yrs 1 mo
Cambridge Investment Research Advisors, INC.
March 2020 - April 2023 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - February 2020 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - February 2020 · 2 yrs 7 mos
State Registrations1 state
MI
Advisor

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.
Riley Aalderink - Financial Advisor | TrueAdvisor