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Ryan Elenbaas

Advisor at Advisory Alpha, LLC

Updated today

Location

Holland, MI 49423

Credentials

Series 63, Series 66

Industry experience

25 years

About

Ryan Elenbaas is a financial advisor with Advisory Alpha, LLC and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of advising, he is a partner in a flight school business. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm manages portfolios through a variety of managed strategies and also provides subadvisory and co-advisory services to other registered investment advisors.

Client services

Based on Advisory Alpha, LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Advisory Alpha, LLC

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing

Occupation focus

Based on Advisory Alpha, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees generally range from $1,000 to $10,000 for financial planning and specialty solutions; negotiable.

Percentage

0.10% to 1.70% depending on services provided; fees negotiable and disclosed in advisory agreement

Project-based

Hourly fees between $50 and $400 per hour for certain specialty solutions and financial planning.

Other

Minimum fee: Minimum annual fee may be implemented or waived at discretion of investment advisor representative; disclosed in advisory agreement. Fee-only: Financial planning and specialty solutions may be charged hourly ($50 to $400 per hour) or fixed fees ($1,000 to $10,000), negotiable and disclosed in advisory agreement.

Location

348 S Waverly Rd, Suite 100

Holland, MI 49423

Most active in

Michigan

Work history

Purshe Kaplan Sterling Investments

2023 - Present (3 years)

Advisory Alpha, LLC

2023 - Present (3 years)

Cambridge Investment Research Advisors

2014 - 2023 (9 years)

Cambridge Investment research, Inc

2014 - 2023 (9 years)

Vision Financial Group LLC

2002 - Present (24 years)

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® with six years of industry experience, currently serving as the sole advisor at 320 Life Financial Planning in Holland, MI. His prior experience includes roles at Alight Financial Advisors and Zeiders Enterprises. He is the founder and director of Living Hope Camping Foundation, Inc., a nonprofit that funds camp and educational opportunities for families and individuals. 320 Life Financial Planning primarily provides investment management for pooled vehicles and institutional accounts, along with limited direct counseling for individual clients. The firm combines portfolio management with financial counseling and education, serving a range of clients including servicemembers and individuals affected by gambling, and offers services through hourly or annual fees rather than percentage-of-assets models.

General retirement planning Cash flow / budgeting Military & Veterans Mid-Career Professionals
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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 designations and has 15 years of industry experience. Knapp has been with Cornerstone Asset Management since 2006. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a planning-driven process focused on fundamental analysis for security selection, emphasizing an efficient-market perspective and avoiding short-term trading and market timing.

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 license with 11 years of industry experience. He has operated his independent firm since 2014. The firm provides fee-only financial planning and investment management for individuals, couples, and families, focusing on retirement planning, tax and estate considerations, college funding, and workplace accounts. Bowen Financial Planning uses modern portfolio theory to recommend diversified allocations primarily through low-cost ETFs, no-load mutual funds, and closed-end funds, and offers both ongoing asset management and hourly consulting services.

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 at Lamberson Knight Wealth Management LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Lamberson Knight Wealth Management since 2016. In addition to his advisory role, he is an independent insurance agent licensed in life and health insurance. Lamberson Knight Wealth Management provides 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 generally long-term horizon and offers predominantly non-discretionary asset management, requiring client approval before trade execution.

Private / alternative investments
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Joel G

Series 66

Holland, MI

Magna Advisors

Joel Genzink is a financial advisor at Magna Advisors with a Series 66 designation and two years of industry experience. He previously worked at Capital Harbor Advisors, LPL Financial, and Securities America, and has a background in real estate brokerage with RE/MAX Lakeshore. Outside of his advisory role, he is involved in mortgage and real estate services through a separate business entity. Magna Advisors provides investment management and financial planning services to individuals, high-net-worth families, family offices, and corporate clients. The firm delivers personalized portfolio management using a combination of mutual funds, ETFs, and other securities, guided by asset-allocation principles and multiple analysis methods, generally managing accounts on a discretionary basis.

Equity Recipients (RS/RSU, SOP, ESPP) Debt management College savings (529s, UTMA, etc.) Retirement income strategy Business ownership considerations Founder/Business Owner Executive
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