Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Action Point Retirement Group 4 years, 5 months Nov 2015 - Present
Action Point Financial Planning, LLC 1 year, 3 months Aug 2014 - Nov 2015
Oppenheimer & Co. Inc. 3 years, 1 month Jul 2011 - Aug 2014
Bank of America, Na 1 year, 7 months Dec 2009 - Jul 2011
Merrill Lynch, Pierce, Fenner & Smith Incorporatedgrand Rapids, Mi 1 year, 8 months Nov 2009 - Jul 2011
Merrill Lynch, Pierce, Fenner & Smith Incorporated 1 year, 8 months Nov 2009 - Jul 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Aaron Wassenaar

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 4, 2020
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Apr 4, 2020
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Action Point Retirement Group LLC

Last updated on March 31, 2020
    • $78.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 80
      Accounts
    • $975.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees