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Jeremy Van beek

Investment adviser representative at Spc
10 yearsExperience
1 stateRegistered in
$6.1BFirm assets
42 yearsFirm 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 assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. SpcAug 2022 to now
  2. Parkland Securities LLCMay 2022 to now
  3. Cornerstone Financial Advisors, IncSep 2020 to now
  4. UnemployedMay 2020 to Aug 2020
  5. Sports PageMay 2017 to Aug 2018
  6. Dordt UniversityAug 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (IA).

Spc

Legal name: Sigma Planning Corporation

$6.1BAssets managed
30,916Clients
474Advisers
42 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
7293334
Firm CRD
110692
Advisor's SEC record (opens in a new tab)
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