AAM Financial Planning and Investments, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

We help you develop wealthy habits and reduce financial stress.

Work with AAM Financial Planning and Investments, LLC for four reasons:

1) Independent - we work for you, not for Wall Street.  We provide recommendations without pressure to promote specific products.

2) Comprehensive - our philosophy is that financial success requires attention to not only investments but also identifying goals, budgeting, tax planning, debt management, insurance, estate planning, and ongoing monitoring.

3) Fiduciary - we do not accept commissions or referral fees for selling products.  Instead, we provide objective advice for a reasonable fee paid directly by our clients.

4) Experienced - we have been helping clients achive their financial goals since 1997.  Ron VanSurksum, Princial and Certified Financial Planner (tm) Practitioner and member of the Financial Planning Association.

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
    Phone icon
  • Stylized image of a person
    G. J. A.
    Wealth Advisor
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  • Stylized image of a person
    M. P.
    Administrative Assistant
    Phone icon

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
    Nov 13, 2025
  • 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 Ave SW, Ste 2 Grandville, MI 49418, US; 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 2 employees as of October 2025. 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 October 2025, 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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