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Jensen Phillip Postema

Advisor at Cetera — Holland, MI S Waverly Rd

Updated today

Credentials

CFP®, Series 66, Series 63

Experience

7 years

Location

Holland, MI 49423

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,125 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Jensen Postema is a CFP® with seven years of industry experience, currently affiliated with Cetera. He previously worked at Edward Jones and operated Advisory Alpha LLC for five years. His background also includes roles in various financial and non-financial businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Client services

Based on Cetera

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

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Holland, MI S Waverly Rd

460 S Waverly Rd

Holland MI 49423

Advisors at this office

6

Most active in

Michigan

Work history

7 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

CETERA Financial Specialists LLC

2025 - Present • 1 year

Schaumburg, IL

Delong & Brower Pc

2025 - Present • 1 year

Holland, MI

Advisory Alpha LLC

2020 - 2025 • 5 years

Holland, MI

Edward Jones

2018 - 2020 • 2 years

St Louis, MO

Chuck's Landscape Management

2018 - 2018 • 1 year

Byron Center, MI

Abel Mobile Wash

2018 - 2018 • 1 year

Hudsonville, MI

Northwestern Mutual Life Insurance Company

2018 - 2018 • 1 year

Milwaukee, WI

First General Credit Union

2017 - 2018 • 1 year

Muskegon, MI

Cumulus Media

2016 - 2017 • 1 year

Grand Rapids, MI

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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Kyle G

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.

General retirement planning Cash flow / budgeting Military & Veterans Mid-Career Professionals
user avatar

Ian F

CFP®, Series 66, Series 63, Series 65

Holland, MI

Entrusted Stewardship LLC

Ian Foreman is a CFP®-certified financial advisor with eight years of industry experience. He is the principal of Entrusted Stewardship LLC, an independent firm he founded after roles at Fifth Third Securities, Fifth Third Bank, and Thrivent Financial. Outside of finance, Ian has 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 client assets, typically recommending passive, Modern Portfolio Theory-based investment solutions using index mutual funds and ETFs.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Eric G

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.

Wealth management Annuities
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Gary K

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.

General retirement planning Income planning General tax planning Cash flow / budgeting
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Brent B

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.

General retirement planning Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
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John K

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.

Private / alternative investments
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