Jeremy Van Beek
Advisor at SPC
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.
Advisor at SPC
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.
Location
Orange City, IA 51041
Credentials
Series 66
Industry experience
4 years
Jeremy Van Beek is a financial advisor at SPC with a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC and Cornerstone Financial Advisors, INC, as well as teaching and other work at Dordt University. He serves as a church elder at Living Water Community Church in Orange City, IA, and is a commissioned notary public in the state. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing both discretionary and nondiscretionary investment strategies.
Based on SPC
Based on SPC
Flat fees for financial planning and retirement plan consulting, no minimum specified
$0 - $500,000: 2.50% $500,001 - $750,000: 1.75% $750,001 - $1,000,000: 1.50% $1,000,001+: 1.25%
Commissions earned by IARs acting as registered representatives on securities and insurance products
Up to $300/hour for financial planning; up to $50/hour for office staff time
Ongoing consulting services charged as flat fees up to $600/month or $1,800/quarter
Account minimum: $5,500 Minimum fee: Minimum annual program fee of $30 for SIGMA Managed Accounts Fee-only: Financial planning and consulting services charged hourly up to $300/hour; segmented plans max $750; comprehensive plans up to $10,000; ongoing consulting fees up to $600/month or $1,800/quarter
219 Central Avenue S.E.
Orange City, IA 51041
Iowa
Parkland Securities LLC
2022 - Present (4 years)
Cornerstone Financial Advisors, INC
2020 - Present (6 years)
Unemployed
2020 - 2020 (1 year)
Dordt University
2019 - 2019 (1 year)
Sports Page
2017 - 2018 (1 year)
Dordt University
2016 - 2020 (4 years)
Straver's True Value Hardware
2015 - 2016 (1 year)
Pella Christian High School
2012 - 2016 (4 years)
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.
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.
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.
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.
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