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Bradley Owen Hoekstra

Investment adviser representative at Gem Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$628.1MFirm assets
19 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 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.

  1. Gem Asset Management, LLCJan 2024 to now
  2. Michigan State UniversityAug 2023 to Apr 2024
  3. Nextera EnergyMay 2023 to Aug 2023
  4. Michigan State UniversityAug 2022 to May 2023
  5. Pet Supplies PlusMay 2022 to Aug 2023
  6. Michigan State UniversityAug 2021 to May 2022
  7. C.J. Barrymore'sMay 2021 to Aug 2021
  8. Michigan State UniversityAug 2020 to May 2021
  9. UnemployedFeb 2020 to Aug 2020
  10. C.J. BarrymoresJun 2018 to Jan 2020
  11. Chippewa Valley SchoolsSep 2014 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

Gem Asset Management, LLC

$628.1MAssets managed
506Clients
4Advisers
19 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
7975173
Firm CRD
124332
Advisor's SEC record (opens in a new tab)
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