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Aaron M Ritsema

Lafleur & Godfrey Private Wealth Management

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About Aaron M Ritsema

Aaron Ritsema is a financial advisor with Lafleur & Godfrey Private Wealth Management in GRAND RAPIDS, MI. Aaron has been in the industry since 2005 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Aaron holds the Series 7, Series 9, Series 10, Series 63, and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER™. Aaron is committed to helping clients achieve their financial goals.

Firm Information

Aaron Ritsema is currently registered with Lafleur & Godfrey Private Wealth Management. Lafleur & Godfrey Private Wealth Management is a registered investment advisor headquartered in GRAND RAPIDS, MI. The firm manages approximately $870 million in discretionary assets for 777 accounts. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also offer credit and cash management solutions and insurance solutions.
Lafleur & Godfrey Private Wealth Management

625 KENMOOR AVE SE

GRAND RAPIDS, MI 49546

$870.04M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Ritsema’s Registration & Firm History

MI

04/29/2022 - Present

Lafleur & Godfrey Private Wealth Management (GRAND RAPIDS MI)

MI

02/09/2007 - 04/26/2022

CHARLES SCHWAB & CO., INC. (Grand Rapids MI)

MI

05/20/2005 - 02/02/2007

ROYAL SECURITIES COMPANY (GRANDVILLE MI)

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Licenses & Designations

BOTH

Issued 05/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/04/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron M Ritsema.
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