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James Robert Vande logt

Wealth Management Group, LLC

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About James Robert Vande logt

James Robert Vande Logt is a financial professional with over 19 years of experience in the financial services industry. James is a Certified Financial Planner™ and a Chartered Financial Consultant. James is registered with Wealth Management Group, LLC and has been with the firm since November 2019. James is also registered with LPL Financial LLC. James has a diverse background in the financial services industry, having worked with several firms including Valmark Securities, Inc., Woodbury Financial Services, Inc., and Northwestern Mutual Investment Services, LLC. James is committed to providing comprehensive financial planning and investment advice to his clients.

Firm Information

James Vande logt is currently registered with Wealth Management Group, LLC. Wealth Management Group, LLC is an investment advisor headquartered in Inverness, Illinois, with over $660 million in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, charitable organizations, corporations, and pension plans. Their team includes 10 licensed agents, 30 investment advisor representatives, and 28 registered representatives.
Wealth Management Group, LLC

1605 WEST COLONIAL PARKWAY

INVERNESS, IL 60067

$660.29M

Assets Under Management

8

Total Clients

5

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 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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percentage of assets

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

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James Vande logt’s Registration & Firm History

IL

10/17/2024 - Present

Wealth Management Group, LLC (Downers Grove IL)

IL

07/16/2012 - 11/15/2019

VALMARK SECURITIES, INC. (SCHAUMBURG IL)

IL

04/30/2010 - 07/19/2012

WOODBURY FINANCIAL SERVICES, INC. (SCHAUMBURG IL)

IL

03/28/2005 - 05/03/2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 01/22/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/26/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Robert Vande logt.
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