AAM Financial Planning and Investments, LLC Employee Directory

Financial ServicesMichigan, United States2-10 Employees

AAM Financial Planning and Investments, LLC is a financial services firm based in Grandville, Michigan. It serves individuals seeking guidance in managing finances and reducing financial stress, offering planning and investment support that reflects independence from sales pressure.

It frames its approach around four pillars: independence from product sales, a comprehensive view that includes budgeting, tax planning, debt management, insurance and estate planning, fiduciary duty with fees paid directly by clients, and an emphasis on long-term guidance. Ron VanSurksum serves as the principal and is a Certified Financial Planner Practitioner, guiding clients since 1997. As a small Michigan firm, it operates in the financial services sector to provide objective, fee-based advice.

Find AAM Financial Planning and Investments, LLC employees' phone numbers or email addresses

AAM Financial Planning and Investments, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

AAM Financial Planning and Investments, LLC's Leadership

  • Stylized image of a person
    R. V. S.
    Senior Wealth Advisor
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  • Stylized image of a person
    G. J. A.
    Wealth Advisor
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  • Stylized image of a person
    M. P.
    Administrative Assistant
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AAM Financial Planning and Investments, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from AAM Financial Planning and Investments, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. V. S.
    Senior Wealth Advisor
    Phone icon
    United StatesMichigan
    Mar 24, 2026
  • Stylized image of a person
    G. J. A.
    Wealth Advisor
    Phone icon
    United StatesMichigan
    Oct 25, 2025
  • Stylized image of a person
    M. P.
    Administrative Assistant
    Phone icon
    United StatesMichigan
    Jul 31, 2024

Frequently Asked Questions

What is AAM Financial Planning and Investments, LLC known for?

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AAM Financial Planning and Investments, LLC was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 4555 Wilson Avenue Southwest Suite 2 Grandville, Michigan 49418 United States; you can contact the main corporate office by phone at . Explore AAM Financial Planning and Investments, LLC's company overview page for more information.

What is AAM Financial Planning and Investments, LLC's most common email format?

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AAM Financial Planning and Investments, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AAM Financial Planning and Investments, LLC email formats with LeadIQ.

How many employees does AAM Financial Planning and Investments, LLC have currently?

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AAM Financial Planning and Investments, LLC has approximately 3 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are AAM Financial Planning and Investments, LLC's key employees and leadership?

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As of June 2026, AAM Financial Planning and Investments, LLC's key employees include:

  • Senior Wealth Advisor: R. V. S.
  • Wealth Advisor: G. J. A.
  • Administrative Assistant: M. P.

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