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Ryan John Vliek

PPS & V Asset Management Consultants Inc.

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About Ryan John Vliek

Ryan John Vliek is an investment advisor representative with PPS & V Asset Management Consultants Inc. Ryan has been in the financial services industry since 2001. Ryan is registered with the state of Michigan and Texas. Ryan has passed Series 6, 7, 63 and 65 exams. Ryan is also licensed as an individual producer effective 11/08/2005 through the State of Michigan to offer Life Insurance, Fixed and Fixed Indexed Annuities.

Firm Information

Ryan Vliek is currently registered with PPS & V Asset Management Consultants Inc.. PPS & V Asset Management Consultants Inc. is an investment advisor based in PORTAGE, MI. They manage approximately $228 million in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management services for individuals.
PPS & V Asset Management Consultants Inc.

2750 OLD CENTRE AVE

PORTAGE, MI 49024

$228.03M

Assets Under Management

Not reported

Total Clients

3

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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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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Ryan Vliek’s Registration & Firm History

MI

05/21/2019 - Present

PPS & V Asset Management Consultants Inc. (PORTAGE MI)

MI

02/01/2006 - 12/16/2010

RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTAGE MI)

NJ

11/28/2001 - 03/19/2002

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 06/09/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/27/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan John Vliek.
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