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Adriaan V
Series 65
Jackson, MI
Richmond Brothers, Inc.
Adriaan Van Wyk is a financial advisor at Richmond Brothers, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Richmond Brothers since 2020. Prior to his current role, he held positions at Monocle Yacht, was self-employed, and worked at Bidvest International Logistics. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and various business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary, individualized approach and utilizes a range of investment strategies, including discretionary management and third-party money-management models.
Matthew C
CFP®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
Matthew Curfman is a CFP® with 15 years of experience in the financial industry, currently serving at Richmond Brothers, Inc. since 2011. He is also involved with the Jackson YMCA Board of Directors as Chief Volunteer Officer and manages a private fund through RBI PI Manager, LLC. Richmond Brothers, Inc. manages approximately $240.6 million for individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, employing diverse investment strategies and sponsoring private placement funds for accredited investors.
Daniel V
CFP®, Series 66
Jackson, MI
Richmond Brothers, Inc.
Daniel Vredeveld is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has been with Richmond Brothers, Inc. in Jackson, MI since 2012. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting through a partnership with an outside Medicare solutions team. The firm uses an individualized fiduciary approach incorporating various investment strategies and may delegate model execution to sub-advisers.
David R
ChFC®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
David Richmond is a ChFC® credentialed financial advisor with Richmond Brothers, Inc. in Jackson, MI, where he has worked for 15 years. He has 17 years of industry experience. Outside of advising, he serves on the boards of the Lingap Children's Foundation and BioVentrix, Inc., and is an independent insurance agent specializing in fixed life insurance, long-term care, and fixed annuities. Richmond Brothers, Inc. serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs an individualized, fiduciary approach using a variety of investment strategies and sponsors private placement funds managed through an affiliated manager.
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