Le Mars, IA Office

TVAMP provides investment advisory and financial planning services to individuals (including high‑net‑worth clients) and to employer‑sponsored retirement plans, offering ongoing asset management, written financial plans, and retirement‑plan advisory services (including ERISA §3(21) and §3(38) engagements). The firm also refers clients to third‑party money managers, offers sub‑advisory relationships, and provides variable sub‑account management for approved annuity contracts.

The firm generally pursues a long‑term, asset‑allocation approach, constructing diversified portfolios primarily with mutual funds and ETFs and using model portfolios or third‑party managers when appropriate. TVAMP uses institutional program platforms (including several LPL‑sponsored programs) and may manage certain employer‑plan or other held‑away accounts through the Pontera order‑management platform, with periodic monitoring and annual client reviews.

Several features the brochure highlights are uncommon among peer team firms: TVAMP sponsors a wrap‑fee program, prepares impersonal newsletters and runs seminars/workshops, and discloses promoter/referral arrangements and the republishing of supervised persons’ educational media. The firm is also a licensed insurance agency, discloses an affiliation with TVAMP Tax and offers accounting‑liaison services—relationships the brochure notes can create conflicts that TVAMP says it manages through fiduciary obligations and supervisory oversight.