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James David Van Leeuwen

Advisor at Alliance Wealth Advisors, LLC — Centerville, UT

Updated today

Credentials

Series 65

Experience

1 year

Location

Centerville, UT 84014

Alliance Wealth Advisors, LLC logo

Alliance Wealth Advisors, LLC

Team

Total advisors

11

Clients per advisor

70 High

Avg AUM per client

$716,843 Low

HNW client ratio

18% Low

About

James Van Leeuwen is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 designation and two years of experience in the industry. Prior to joining Alliance Wealth Advisors, he worked at America First Credit Union for five years and held positions in various other organizations, including Deseret Book and The Church of Jesus Christ of Latter-day Saints. He also holds a role as a resident producer for life and health insurance. Alliance Wealth Advisors serves individual clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

Client services

Based on Alliance Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops
Asset allocation services; advisory consulting

Expertise

Based on Alliance Wealth Advisors, LLC

Passive / index investing Cash flow / budgeting

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Fee options

Percentage

$0 - $250,000: 1.65% $250,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.15% $2,000,001+: 1.00%

Commissions

Persons providing investment advice who are licensed insurance agents earn commissions for selling insurance products, which are separate from advisory fees.

Location

Centerville, UT

1148 West Legacy Crossing Blvd., Suite 110

Centerville UT 84014

Advisors at this office

11

Most active in

Texas · Utah

Work history

1 year of industry experience

Alliance Wealth Advisors, LLC

2025 - Present • 1 year

Centerville, UT

Alliance Wealth Advisors, LLC

2024 - Present • 2 years

Centerville, UT

America First Credit Union

2019 - 2024 • 5 years

Bountiful, UT

AlphaGraphics

2018 - 2019 • 1 year

Bountiful, UT

Deseret Book

2017 - 2018 • 1 year

Salt Lake City, UT

Temple Square Hospitality (NaUvoo Cafe)

2017 - 2017 • 1 year

Salt Lake City, UT

The Church of Jesus Christ of Latter-day Saints

2015 - 2017 • 2 years

Harrisburg, PA

Disclosures

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

Business activities & affiliations

Ryan H

Series 66, Series 63, Series 7

Layton, UT

Kimberlite Financial Services Limited Liability Co.

I'm Ryan Hammett, founder of Kimberlite Financial Services, an independent, fee-based registered investment adviser in Layton, Utah, serving families across the Wasatch Front and Park City. Before founding Kimberlite, I partnered in a day trading practice — where I learned firsthand what it actually takes to make money in markets — then spent years inside the big houses at Fidelity Brokerage Services and E*TRADE from Morgan Stanley. That inside view showed me both how the industry works and where it falls short: clients are often shown only the in-house options, not every available avenue. Along the way I passed the FINRA Series 3, 7, 9, 10, 63, and 66 exams — covering commodities and futures, general securities, securities sales supervision, and state law for both securities agents and investment adviser representatives. I also hold Utah insurance licenses in life, health, and property & casualty. At Kimberlite, I bring traditional planning and digital assets under one roof. My view on crypto is measured: Bitcoin won't replace the dollar, and it isn't a scam — the right amount in the right portfolio, held with patience, can be a meaningful piece of a long-term plan. Every account is non-discretionary, which means you approve every trade. No surprises. I might be a fit if you want a real plan instead of a default one — whether that's crypto alongside a 401(k) or tax-efficient retirement withdrawals. I'm probably not, if you're looking for hot tips or someone to trade your account without you. Off the desk: married almost fifteen years, one thirteen-year-old daughter who is my whole world, and a garage full of boards — skate, snow, and wake, in season order. Independent | Fiduciary | Fee-Based

General retirement planning Equity compensation tax strategy Wealth management Options & derivatives strategies Self-Employed Founder/Business Owner
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David F

CFP®, Series 63, Series 65

Farmington, UT

David Russell Fjeldsted

David Fjeldsted is the sole advisor at David Russell Fjeldsted, an independent firm based in Farmington, Utah. He holds the CFP® designation along with Series 63 and 65 licenses and has 32 years of industry experience. In addition to his advisory role, he is a licensed life insurance agent and real estate broker, actively managing multiple real estate holdings and dedicating a significant portion of his time to property management and development. The firm offers personalized financial planning and investment management services to individuals, plans, trusts, and small businesses, with an investment approach that combines strategic asset allocation using both passive and active funds and global diversification to manage market risk.

General retirement planning General tax planning Income planning Annuities
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Michael M

Series 66

Bountiful, UT

Safe Bay Retirement Advisors

Michael Mysker is the sole advisor at Safe Bay Retirement Advisors and holds a Series 66 designation with 23 years of industry experience. He has led Safe Bay Retirement Advisors since 2011. Outside of his advisory role, he is involved in insurance sales. Safe Bay Retirement Advisors serves individual and high-net-worth clients, as well as some corporations and business entities, providing discretionary portfolio management and financial planning covering retirement, tax, college, estate, and business-continuity topics. The firm manages approximately $12 million in assets and employs a combination of fundamental, technical, charting, and cyclical analysis, including active short-term trading and options strategies.

Options & derivatives strategies College savings (529s, UTMA, etc.) Business ownership considerations Business succession planning General retirement planning Founder/Business Owner
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Zachary L

Series 63, Series 65

Salt Lake City, UT

Leander Wealth Management LLC

Zachary Leander is the principal of Leander Wealth Management LLC in Salt Lake City, Utah, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior experience includes roles at Raymond James Financial Services, Tastytrade, and Equitable Distributors. He is also involved with Highpoint Wealth Management, Inc. in a non-investment capacity. Leander Wealth Management provides discretionary investment management to individuals and high-net-worth clients with customized portfolios that include individual stocks, ETFs (including cryptocurrency ETFs), options, bonds, and mutual funds. The firm employs fundamental, technical, and charting analysis with a long-term orientation, managing accounts directly and allowing for reasonable client-imposed investment restrictions.

Options & derivatives strategies ESG / Sustainable investing Concentrated stock management
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Blake W

Series 63, Series 65

Salt Lake City, UT

Deseret Point Partners LLC

Blake Wilkinson is a financial advisor with Deseret Point Partners LLC in Salt Lake City, Utah. He holds Series 63 and Series 65 designations and has five years of industry experience. His prior work includes roles at Pacific Capital and Goldman Sachs and Company. Deseret Point Partners LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a Modern Portfolio Theory-based investment approach with primarily ETF allocations across multiple asset classes, offering both passive and active strategies, as well as retirement plan consulting and discretionary management.

Wealth management Retirement income strategy
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Mark Q

Series 63, Series 65

Salt Lake City, UT

Quayle Asset Management, Inc.

Mark Quayle is the sole advisor at Quayle Asset Management, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 designations with 31 years of industry experience. He has led Quayle Asset Management since its founding in 1995. The firm provides fee-based portfolio management and financial planning to individuals and a diverse range of institutional clients, including corporate pension plans, charitable institutions, and sovereign funds. Its investment approach uses an asset-class, multi-factor framework based on Fama–French dimensions, employing broadly diversified portfolios mainly through low-cost mutual funds and ETFs with regular rebalancing.

Factor investing / smart beta Passive / index investing
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