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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Koetje is a financial advisor with over 20 years of experience in the industry. David has worked with Cambridge Investment Research Advisors, Inc. since February 2020 and prior to that worked at VOYA FINANCIAL ADVISORS, INC. David holds a Series 7, 63, 66 and SIE licenses and has a strong track record of success in helping clients achieve their financial goals. David specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
08/26/2020 - Present
Cambridge Investment Research Advisors, Inc. (Grand Rapids MI)
MI
01/04/2010 - 03/12/2020
VOYA FINANCIAL ADVISORS, INC. (GRAND RAPIDS MI)
MI
07/22/1998 - 01/06/2010
NATIONWIDE SECURITIES, LLC (WYOMING MI)
MO
08/14/1996 - 07/08/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 11/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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