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Jensen Phillip Postema

Advisory Alpha, LLC

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About Jensen Phillip Postema

Jensen Phillip Postema is a financial advisor who has been in the industry since 2018. Jensen is registered with the state of Michigan and has a Series 66, Series 7 and SIE license. Jensen is currently employed by Advisory Alpha, LLC and previously worked at Edward Jones. Jensen offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors to his clients. Jensen is a Certified Financial Planner.

Firm Information

Jensen Postema is currently registered with Advisory Alpha, LLC. Advisory Alpha, LLC is an investment advisor based in Holland, MI. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Advisory Alpha, LLC manages approximately $2.99 billion in assets for clients.
Advisory Alpha, LLC

348 S WAVERLY RD

HOLLAND, MI 49423

$3.00B

Assets Under Management

Not reported

Total Clients

59

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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.

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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Jensen Postema’s Registration & Firm History

MI

03/26/2020 - Present

Advisory Alpha, LLC (HOLLAND MI)

MI

11/21/2018 - 03/18/2020

EDWARD JONES (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 12/13/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/29/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jensen Phillip Postema.
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