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Aaron Matthew Haverdink

Advisor at Equitable Advisors — Sioux Center, IA

Updated today

Credentials

Series 66

Experience

7 years

Location

Sioux Center, IA 51250

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,706

Across 976 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Aaron Haverdink is a Series 66-licensed financial advisor with seven years of industry experience. He has been with Equitable Advisors since 2019 and is also the owner of Zeutenhorst Financial Inc. Outside of his advisory roles, Haverdink serves as a sound engineer at First Reformed Church and holds board positions with Northwestern College Music Patron Board and The Pride of the Dutchmen Marching Band Parent Board Association. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes third-party asset managers and advisory programs to implement investment solutions and offers ERISA fiduciary services to qualified plans.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Sandwich Generation

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Fee options

Fixed

Financial planning fixed fees range from $250 to $25,000.

Percentage

$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable

Commissions

Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.

Location

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Sioux Center, IA

1230 S Main Ave, Po Box 195

Sioux Center IA 51250

Advisors at this office

3

Most active in

Iowa · Texas

Work history

7 years of industry experience

Equitable Advisors

2019 - Present • 7 years

New York, NY

Axa Advisors, Llc

2019 - 2020 • 1 year

New York, NY

Zeutenhorst Financial Inc

2019 - Present • 7 years

Sioux Center, IA

First Reformed Church

2017 - Present • 9 years

Orange City, IA

Sioux County

2007 - 2019 • 12 years

Orange City, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Randy I

CFP®, ChFC®, Series 63, Series 65

Orange City, IA

Compass Lighthouse Capital, LLC

Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC, holding CFP® and ChFC® designations and over 27 years of industry experience. His prior work includes roles at Northwest Wealth Management, Money Concepts Capital Corp, and PRUCO Securities, LLC. He is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and model portfolios managed by third-party sub-advisers. The firm uses a quantitative and qualitative investment process and is wholly owned by a bank holding company, an uncommon structure among supported firms.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Ben G

CFP®, Series 65

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Ben Gesink is a Certified Financial Planner™ (CFP®) with four years of industry experience. He is currently an advisor at Water Valley Investment Advisors, Inc., where he has worked since 2025. Prior to that, he was employed at Edelman Financial Engines LLC and Iowa State Bank, and spent time at Dordt University and Western Christian High School. Water Valley Investment Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing portfolio management and fiduciary services. The firm emphasizes fundamental analysis and long-term trading, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Passive / index investing
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Kevin G

CFA®

Sioux Center, IA

Water Valley Investment Advisors, Inc.

Kevin Gesink is a CFA® charterholder with 26 years of industry experience. He is currently with Water Valley Investment Advisors, Inc., where he has worked since 2000. Water Valley Investment Advisors offers portfolio management services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term trading within a structured investment process, and it also acts as an ERISA 3(38) investment manager for retirement plans.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Passive / index investing
user avatar

Christopher I

Series 63, Series 65, Series 66

Orange City, IA

Compass Lighthouse Capital, LLC

Christopher Immeker is a financial advisor with Compass Lighthouse Capital, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His career includes multiple roles within Cetera-affiliated firms and Money Concepts Capital Corp. Outside of advising, he serves on the board of the Orange City Area Health System. Compass Lighthouse Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management through third-party sub-advisers. The firm uses a structured selection and monitoring process for these sub-advisers and operates under a unique ownership model as a wholly owned subsidiary of a bank holding company.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Eric R

Series 63, Series 66

Sioux Center, IA

Kingsview Wealth Management, LLC

Eric Rankin is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones from 2003 to 2026. Outside of his advisory role, Rankin serves as a high school swim referee for the Iowa High School Athletic Association. Kingsview Wealth Management is a multi-advisor, SEC-registered firm that serves individuals, including high-net-worth clients, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers comprehensive wealth management and financial planning services, combining in-house portfolio management with third-party strategies and access to alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Women Professionals Young Families

Jesse V

CFP®, Series 66

Souix Center, IA

Kingsview Wealth Management, LLC

Jesse Veenstra is a CFP® and Series 66-licensed advisor with Kingsview Wealth Management, LLC, bringing two years of industry experience. Prior to joining Kingsview, he worked at Edward Jones for three years. Outside of his advisory role, he serves as an assistant professor of finance at Dordt University and provides endurance coaching as an independent contractor with Peak Athletic Collective. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers comprehensive financial planning and wealth management, utilizing a blend of in-house strategies, third-party managers, and access to alternative investments.

College savings (529s, UTMA, etc.) Family Business Business ownership considerations Inheritance planning Charitable giving & philanthropy Founder/Business Owner Executive Retired Values-based investing Religious/faith focused
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