ChooseAFinancialAdvisor.com
Advisors / Michigan / Jenison
20yrs

William Vanoverloop

Financial advisor at Ameriprise Financial Services

Based in Jenison, Michigan, William Vanoverloop is a fiduciary financial advisor with 20 years of industry experience. William joined Ameriprise Financial Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. William holds the CFP® designation.

One of 38 advisors with offices in Jenison, and one of 36 fiduciaries.

Jenison, MI 49428CFP®Fiduciary advisor

At a glance

Experience20 years (since 2006)
How that compares ?More experience than 63% of advisors in Jenison
Office'501 Baldwin St, Jenison, MI 49428
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Jun 2026 – now
  2. 2015 – now

Questions to ask William

Tailored to William’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About William

How do I contact William?

Call Ameriprise Financial Services at (612) 671-3131 and ask for William Vanoverloop. William works from the Jenison, MI office.

How long has William been a financial advisor?

William has been in the industry since 2006, about 20 years. More experience than 63% of advisors in Jenison.

What licenses does William hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is William a fiduciary?

William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is William paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Founders Financial Securities
43yrs
Bernard Bowhuis
Financial advisor
Jenison, MI
Top advisor by experience in Jenison
CFP®ChFC
Call Directions
Straight Path Wealth Management
39yrs
David Lutz
Financial advisor
7699 Georgetown Center Drive
Jenison, MI 49428
Top advisor by experience at Straight Path Wealth Management
Fiduciary
Call Directions
Straight Path Wealth Management
27yrs
Thomas Proos
Financial advisor
7699 Georgetown Center Drive
Jenison, MI 49428
Top 8% by experience in Jenison
Fiduciary
Call Directions
Graetz Wealth
26yrs
Brandon Graetz
Financial advisor
501 Baldwin Street Suite 207
Jenison, MI 49428
Top 11% by experience in Jenison
Fiduciary
Call Directions
Graetz Wealth
26yrs
Jason Wenk
Financial advisor
501 Baldwin Street Suite 207
Jenison, MI 49428
Top 13% by experience in Jenison
Fiduciary
Call Directions
Clearview Investments
26yrs
Leonard Debraber
Financial advisor
1360 Baldwin St
Jenison, MI 49428
Top 16% by experience in Jenison
Fiduciary
Call Directions

See all advisors near Jenison