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Jade Aaron Rossback

Wealthspan Investment Management, LLC

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About Jade Aaron Rossback

Jade Aaron Rossback is an investment advisor representative with Wealthspan Investment Management, LLC based in Grand Rapids, Michigan. Jade has been in the financial services industry since 2002. Jade specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Jade also has a Series 7, Series 6, and Series 63 license.

Firm Information

Jade Rossback is currently registered with Wealthspan Investment Management, LLC. Wealthspan Investment Management, LLC is a registered investment advisor headquartered in GRAND RAPIDS, MI. The firm manages approximately $7.2 million in assets for 39 clients, primarily individuals. They offer financial planning, pension consulting, and portfolio management services.
Wealthspan Investment Management, LLC

4981 CASCADE ROAD, SUITE C

GRAND RAPIDS, MI 49546

$7.22M

Assets Under Management

5

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jade Rossback’s Registration & Firm History

MI

08/09/2023 - Present

Wealthspan Investment Management, LLC (GRAND RAPIDS MI)

MI

11/30/2012 - 05/12/2014

CETERA ADVISORS LLC (CALEDONIA MI)

MI

08/14/2002 - 12/16/2011

USA FINANCIAL SECURITIES CORPORATION (ADA MI)

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Licenses & Designations

BOTH

Issued 12/29/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/13/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jade Aaron Rossback.
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