Unclaimed
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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