Alan P Tubbergen
Investment adviser representative at Advisory Advocates LLC
15 yearsExperience
1 stateRegistered in
$158.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Advisory Advocates, LLCMar 2021 to now
- Plg Planning, LLCApr 2015 to now
- Plp Advisors, LLCJan 2014 to Mar 2021
- Plp Services, LLC dba Retirement Lifestyle AdvocatesJan 2011 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
Advisory Advocates LLC
$158.6MAssets managed
249Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5202376
- Firm CRD
- 284100