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Ross Alan Blauwkamp

AZA Capital Management

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About Ross Alan Blauwkamp

Ross Alan Blauwkamp is an investment advisor representative at AZA Capital Management. Ross has been in the financial industry since 1997. Ross has been registered as an investment advisor representative in Illinois and Michigan since 2019. Ross has experience providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Ross Blauwkamp is currently registered with AZA Capital Management. AZA Capital Management is a Chicago, Illinois-based investment advisor with approximately $313,786,800 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations.
AZA Capital Management

141 W JACKSON BLVD

CHICAGO, IL 60604

$313.79M

Assets Under Management

Not reported

Total Clients

9

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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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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Ross Blauwkamp’s Registration & Firm History

MI

11/01/2019 - Present

AZA Capital Management (GRAND RAPIDS MI)

MI

10/01/2012 - 04/01/2014

INVESTMENT PLANNERS, INC. (GRAND RAPIDS MI)

MI

08/14/2007 - 10/12/2012

FIRST ALLIED SECURITIES, INC. (GRAND RAPIDS MI)

MI

03/19/2004 - 08/09/2007

CAMBRIDGE INVESTMENT RESEARCH, INC. (ZEELAND MI)

SC

01/13/1997 - 03/22/2004

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

IA

Issued 12/20/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ross Alan Blauwkamp.
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