Profilo
Mr. Joseph VanDam is a Wealth Manager & Compliance Officer at All Terrain Financial Advisors LLC.
He is currently a licensed advisor and life insurance agent.
He takes care of day-to-day questions and concerns from clients and often participate with the team when he meets with clients.
In addition to his advisory role, he assists in managing client portfolios, doing research, building allocations, and executing trades.
He handles many of the back office items for the firm.
Mr. VanDam served in the U.S.
Air Force for 6 years.
He previously held a real estate agent and a property casualty agent license.
He has over 8 years of experience as a professional in the financial advisory industry.
He received his degrees in Business Administration and Accounting from Augustana College(South Dakota).
Posizioni attive di Joe VanDam
| Società | Posizione | Inizio |
|---|---|---|
All Terrain Financial Advisors LLC
All Terrain Financial Advisors LLC Investment ManagersFinance AFTA is an active manager that primarily focuses on equity-based asset management, we can also incorporate fixed income funds, bonds, cash management investments, private placements, derivatives, alternative investments, other non-standard assets, and more. They align the overall use of each investment vehicle or type with each client's unique situation. | Fondatore | 01/01/2017 |
Formazione di Joe VanDam
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Augustana University
Augustana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
All Terrain Financial Advisors LLC
All Terrain Financial Advisors LLC Investment ManagersFinance AFTA is an active manager that primarily focuses on equity-based asset management, we can also incorporate fixed income funds, bonds, cash management investments, private placements, derivatives, alternative investments, other non-standard assets, and more. They align the overall use of each investment vehicle or type with each client's unique situation. | Finance |
















