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Robert V
Series 63, Series 65
Portage, MI
PPS & V Asset Management Consultants Inc
Robert Vliek is a financial advisor with PPS & V Asset Management Consultants Inc in Portage, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with PPS & V since 2007. Vliek is also licensed to offer life insurance and fixed and fixed indexed annuities in Michigan. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for about 247 clients. The firm constructs portfolios based on core asset-allocation models and employs a long-term, buy-and-hold investment approach using low-cost mutual funds, ETFs, and other instruments.
Ryan V
Series 63, Series 65
Portage, MI
PPS & V Asset Management Consultants Inc
Ryan Vliek is a financial advisor at PPS & V Asset Management Consultants Inc with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PPS & V Asset Management Consultants since 2010. He is also licensed to offer life insurance and fixed or fixed indexed annuities in Michigan. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for around 247 clients. The firm constructs portfolios based on core asset-allocation models and employs a long-term buy-and-hold investment approach with periodic rebalancing.
Kayla F
Series 65
Portage, MI
PPS & V Asset Management Consultants Inc
Kayla Frantz is a financial advisor at PPS & V Asset Management Consultants Inc with six years of industry experience. She holds a Series 65 designation and has been with PPS & V since 2004. PPS & V Asset Management Consultants provides discretionary investment management and customized advisory services to individuals, retirement plans, charities, and corporations, managing approximately $253.7 million for about 247 clients. The firm employs a core asset-allocation model approach and typically builds portfolios with low-cost mutual funds, ETFs, and other instruments, maintaining a long-term buy-and-hold strategy with periodic rebalancing.
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