Joseph Lee Van dam
Investment adviser representative at All Terrain Financial Advisors
12 yearsExperience
2 statesRegistered in
$379.2MFirm assets
9 yearsFirm in business
Are you Joseph Lee Van dam? Claim your profile
Contact this firm
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
12 years in the industry.
- All Terrain Financial AdvisorsJan 2017 to now
- Sns Advisory Group, LLC (affiliate of Sns Financial Group, LLC)Aug 2015 to Dec 2016
- Sns Financial Group, LLCJan 2014 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
All Terrain Financial Advisors
Legal name: All Terrain Financial Advisors, LLC
$379.2MAssets managed
190Clients
3Advisers
9 yearsIn 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
- 6262795
- Firm CRD
- 286683