Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65, Series 63
Experience Industry experience
11 years
Location
Holland, MI 49423
Osaic Advisory Services, LLC
Enterprise
Daniel Rausch is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Osaic Advisory Services, LLC and Osaic Wealth, and previously held roles at AW Securities, Allworth Financial, and First Allied Advisory Services. Outside of advisory services, he operates a licensed commercial real estate brokerage and provides incidental tax preparation and advisory services as a licensed CPA in Michigan. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through various program models with custody arranged primarily through Schwab and Fidelity.
Based on Osaic Advisory Services, LLC
Fixed fees up to $25,000 for financial planning and consulting services; fixed fees for retirement plan consulting services from $1,000 to $100,000
$0+: up to 2.50% annually on Ally and Counsel Programs (negotiable) $0+: up to 3.00% annually on Plan Participant Retirement Program (negotiable, can be fixed % or tiered schedule)
Commissions earned by Advisory Representatives acting as registered representatives of Osaic Wealth when purchasing securities or insurance products
Hourly fees ranging from $0 to $750 per hour for financial planning and consulting services; hourly rates of $50 to $300 per hour for retirement plan consulting services
Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed per account to the advisor Fee-only: Fixed fees up to $25,000 for financial planning and consulting services; hourly fees ranging from $0 to $750 per hour (not exceeding $25,000 total); retirement plan consulting fees can be fixed fee ($1,000 - $100,000), hourly ($50 - $300 per hour), or basis points up to 1.25%
Holland, MI
210 Central Ave, Suite 250
Holland MI 49423
Advisors at this office
2
Florida · Michigan
11 years of industry experience
Osaic Advisory Services
2026 - Present • 1 year
Atlanta, GA
Osaic Wealth
2026 - Present • 1 year
Scottsdale, AZ
AW Securities
2019 - 2026 • 7 years
Grandville, MI
Allworth Financial
2019 - 2026 • 7 years
Grandville, MI
First Allied Advisory Services, Inc.
2016 - 2019 • 3 years
Chesterfield, MO
Bloomfield Hills Financial
2016 - 2019 • 3 years
Bloomfield Hills, MI
First Allied Securities, Inc
2016 - 2019 • 3 years
San Diego, CA
Northwestern Mutual Investment Management
2015 - 2015 • 1 year
Troy, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Holland, MI
320 Life Financial Planning
Kyle Grevengoed is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at 320 Life Financial Planning. He has worked at Alight Financial Advisors and Zeiders Enterprises and began his career at Lake Michigan Credit Union. In addition to his financial advising work, he is the founder and director of Living Hope Camping Foundation, a nonprofit that helps families and individuals attend camps and educational events. 320 Life Financial Planning primarily manages pooled and institutional investment accounts while providing limited direct counseling to individual clients. The firm combines investment management with financial counseling and education, serving clients through contracts that include support for servicemembers and individuals affected by gambling, and delivers services through workshops and publications.
CFP®, Series 66, Series 63, Series 65
Holland, MI
Entrusted Stewardship LLC
Ian Foreman is a CFP® professional with nine years of experience in the financial services industry. He is the principal advisor at Entrusted Stewardship LLC, an independent firm he founded in 2026. Prior to this, Ian held roles at Fifth Third Securities and Fifth Third Bank. Outside of financial advising, he worked as a server at Waverly Stone Gastropub. Entrusted Stewardship LLC provides fee-only financial planning services to individual clients through subscription, project-based, and hourly engagements. The firm focuses on advisory-only services without managing assets or taking custody, offering investment recommendations that generally follow passive, Modern Portfolio Theory principles using index mutual funds and ETFs.
CFP®, CFA®, Series 66
Holland, MI
Clearview Capital
Eric Gritter is a CFP®, CFA®, and Series 66-licensed financial advisor with 18 years of industry experience. He is the owner of Gritter Financial, LLC, which operates under the name Clearview Capital. His prior roles include positions at USA Financial Corporation and Strategic Financial Group. In addition to his advisory work, he is a licensed insurance agent and occasionally offers commissionable insurance products. Clearview Capital provides portfolio management and financial planning services to individual and high-net-worth clients, using a tailored Investment Policy Statement for each engagement. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, managing diversified portfolios that include mutual funds, ETFs, equities, fixed income, real estate funds, TIPS, and insurance products.
Series 63, Series 65
Hudsonville, MI
Cornerstone Asset Management, LLC
Gary Knapp is the sole advisor at Cornerstone Asset Management, LLC, an independent registered investment adviser based in Hudsonville, MI. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Knapp has been with Cornerstone Asset Management since 2006. Cornerstone Asset Management, LLC provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a planning-driven process, fundamental analysis for individual equities, and an efficient-market perspective, offering both discretionary and nondiscretionary portfolio management.
Series 65
Holland, MI
Bowen Financial Planning LLC
Brent Bowen is the sole advisor at Bowen Financial Planning LLC in Holland, MI, holding a Series 65 designation with 11 years of industry experience. He has led his independent firm since 2014. Bowen Financial Planning LLC provides fee-only financial planning and portfolio management services to individuals, couples, and families. The firm employs a goals-to-implementation process grounded in modern portfolio theory, focusing on low-cost ETFs, no-load mutual funds, and closed-end funds, and offers a combination of assets-under-management and hourly consulting models.
Series 65, Series 66
Holland, MI
Lamberson Knight Wealth Management LLC
John Knight is a financial advisor with Lamberson Knight Wealth Management LLC, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has led Lamberson Knight Wealth Management since 2016. In addition to his advisory role, Knight is an independent insurance agent licensed in life and health insurance. Lamberson Knight Wealth Management offers personalized investment management and advisory services to individuals, high-net-worth clients, charities, pension and profit-sharing plans, and business entities. The firm employs a tactical, model-based investment approach with a non-discretionary management style, combining strategic asset allocation with client-approved trade decisions and integrating coordinated insurance recommendations.
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