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Jeremy V

Series 66

Orange City, IA

SPC

Jeremy Van Beek is a financial advisor with SPC in Orange City, IA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Parkland Securities LLC, Cornerstone Financial Advisors, and Dordt University. Outside of advising, he serves as a church elder at Living Water Community Church and is a commissioned notary public in Iowa. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs such as the SIGMA Managed Account and the Axis Platform.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Derrick D

Series 63, Series 65

Orange City, IA

SPC

Derrick Dehaan is a financial advisor with SPC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Parkland Securities since 2014 and with Van Rooyen Financial Group Inc. since 2005. Dehaan is the owner and officer of Cornerstone Financial Advisors, Inc., a financial services firm. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and various account programs, maintaining notable operational features including partnerships with Fidelity and affiliated broker-dealers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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