VantagePointe Financial Group

Industry: Insurance company

Description

Founded: 1992 Subsidiaries: Royal Securities, Inc., Asset Management Arm, Royal Securities Company, Asset Managment ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportAsa J Lakeman, CFP® ‑ VantagePointe ...WebsiteDirections Saved (0) Saved Save 1 Google review Financial planner in Grand Rapids Charter Township, Michigan Address: 3333 Evergreen Dr NE Suite 200, Grand Rapids, MI 49525 Hours: Closed ⋅ Opens 8AM Wednesday8AM–5PMThursday9–11AMFriday8:30AM–4:30PMSaturdayClosedSundayClosedMonday8AM–8PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (616) 988-9794Category: : : : Website: : : : Place name: Website: http://www.asalakeman.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Popular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Asa J Lakeman, CFP® - VantagePointe Financial Group Posting publicly on the Web Write a review Reviews 1 Google review From Asa J Lakeman, CFP® - VantagePointe Financial Group Unable to add this file. Please check that it is a valid photo. "Certified Financial Planner™ Professional with VantagePointe Financial Group Serving the Grand Rapids Metro area & beyond."

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VantagePointe Financial Group Employees

Employee
Years
Job
Industry
Brian Berce Brian Berce Greater Grand Rapids, Michigan Area Details
Brian Berce's VantagePointe Financial Group Experience January 2007 - May 2014
Job Therapist and Consultant
Industry Civic & Social Organization
Experience
Centennial Park Counseling Center   September 2014 - Present
Public Interest Forum   June 2014 - November 2014
VantagePointe Financial Group   January 2007 - May 2014
The Civics Institute   August 2000 - January 2011
Private Counseling Practice  September 1997 - January 2011
Butterworth’s Resolve Employee Assistance Service (presently Encompass LLC)   May 1994 - September 1997
Calvin College  August 1989 - August 1993

Skills
Project Management, Non-profit..., Organizational..., Organizational..., Registered..., Experienced Therapist, Cognitive Restructuring, Training, Wellness Planning, Employee Assistance..., Higher Education..., Political Campaign..., Service Learning..., International Project..., Interactive..., Writing, interpersonal...

Education
Grand Valley State University   1993 — 1995
MSW, Social Work

Ball State University   1988 — 1989
MA, Student Personnel Administration in Higher Education

Taylor University   1984 — 1988
B.A., History

Cindy Gretschmann Cindy Gretschmann South Bend, Indiana Area Details
Cindy Gretschmann's VantagePointe Financial Group Experience September 2014 - Present
Job Vice President
Industry Financial Services
Experience
VantagePointe Financial Group   September 2014 - Present
VantagePointe Financial Group   January 2007 - Present
American President Lines, Ltd.   1997 - 2005

Education
California State University-Fullerton   1995 — 1997
MA, Political Science

Carleton College   1991 — 1994
BA, Political Science

Janice Baar Schuiteman Janice Baar Schuiteman Grand Rapids, Michigan Details
Janice Baar Schuiteman's VantagePointe Financial Group Experience July 2008 - February 2013
Job Singer at Now & Then Band
Industry Building Materials
Experience
Standard Kitchens  February 2013 - Present
Now & Then Band   February 2010 - Present
VantagePointe Financial Group   July 2008 - February 2013
Rockford Financial Group   January 2007 - June 2008
Riverfront Financial Group   February 2005 - December 2006
Standard Lumber and Kitchens   February 2003 - February 2005
Standard Lumber and Kitchens   May 1989 - February 1991

Skills
Team Building, Microsoft Excel, Microsoft Office, Sales, Marketing, Strategic Planning, Microsoft Word, Budgets, Leadership

Education
Calvin College   1982 — 1986
Education & Music

Jeffrey Winther Jeffrey Winther Grand Rapids, Michigan Details
Jeffrey Winther's VantagePointe Financial Group Experience February 2012 - July 2012
Job Teller at Fifth Third Bank
Industry Banking
Experience
Expeditors International of Washington, Inc.   August 2012 - October 2013
Holiday Inn Express & Suites  June 2011 - August 2012
VantagePointe Financial Group   February 2012 - July 2012
Papa John's Pizza International   August 2008 - January 2011
Grand Rapids Parks And Recreation  April 2007 - April 2010

Skills
Customer Satisfaction, Telephone Skills, PowerPoint, Excel, Word, typing, Data Entry, Leadership, Microsoft Excel, Outlook, Customer Service, Market Research

Education
Grand Valley State University   2008 — 2012

Universidad de Deusto   2011 — 2011
Program Certificate, Business and Spanish Program

2012
Bachelor of Business Administration, studies; International Business and Finance

May 2008 Catholic Central High School
High School Diploma, College Prep

Dan Ferwerda Dan Ferwerda Grand Rapids, Michigan Details
Dan Ferwerda's VantagePointe Financial Group Experience September 2012 - Present
Job Investment Advisor Representative VantagePointe Financial Group
Industry Financial Services
Experience
VantagePointe Financial Group   September 2012 - Present
VALIC  December 2002 - October 2012
Edward Jones  2000 - 2002

Education
Taylor University   1994 — 1998
Bachelor of Arts (BA), Business Administration

Grand Rapids Baptist Academy   1991 — 1994

Nidal Kanaan Nidal Kanaan Greater Grand Rapids, Michigan Area Details
Nidal Kanaan's VantagePointe Financial Group Experience 2009 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Vantagepointe Financial Group   2009 - Present

Education
Hillsdale College   1997 — 2002
B.S., Math and Marketing

Rob Wells, CFP® Rob Wells, CFP® Greater Grand Rapids, Michigan Area Details
Rob Wells, CFP®'s VantagePointe Financial Group Experience July 2009 - December 2011
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co.   January 2012 - Present
VantagePointe Financial Group   July 2009 - December 2011
AXA Advisors  January 2007 - June 2009
Edward Jones  2006 - 2007
Oak Express  2002 - 2005

Education
Evangel College   1997 — 2002
BBA, Management/Biblical Studies

Asa J Lakeman, CFP® Asa J Lakeman, CFP® Greater Grand Rapids, Michigan Area Details
Asa J Lakeman, CFP®'s VantagePointe Financial Group Experience June 2002 - Present
Job Financial Planner at VantagePointe Financial Group
Industry Financial Services
Experience
VantagePointe Financial Group   June 2002 - Present

Skills
Financial Planning, Investment Management, Business 401(k) 403(b)..., Business Pension Plans, IRAs, Roth IRA, SEP IRA, Simple IRA, Disability Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, Stocks, Bonds, Municipal Bonds, Certificates of Deposit, REIT, Limited Partnerships

Education
Grand Valley State University   1998 — 2002
Bachelors in Business Administration, Finance; Management

Johnson Center for Philanthropy   2011 — 2011
Certificate in Nonprofit Board Leadership, Nonprofit Board Leadership

Hamilton High School   1995 — 1998

Andrew Cousineau Andrew Cousineau Saginaw, Michigan Area Details
Andrew Cousineau's VantagePointe Financial Group Experience March 2007 - Present
Job Vice President at VantagePointe Financial Group
Industry Financial Services
Experience
VantagePointe Financial Group   March 2007 - Present

Education
Northwood University - DeVos Graduate School   2002 — 2004
Master of Business Administration (M.B.A.)

Northwood University   1998 — 2002
Bachelor's degree, Economics/Business Management

Tucker Fahlen Tucker Fahlen Rockford, Michigan Details
Tucker Fahlen's VantagePointe Financial Group Experience August 2015 - Present
Job Financial Advisor at VantagePointe Financial
Industry Financial Services
Experience
VantagePointe Financial Group   August 2015 - Present
Spectrum Health  May 2014 - August 2014
Arnies Inc.   May 2012 - 2014

Skills
Microsoft Office, Technology, Management, Teamwork, Leadership, Mobile Devices, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Research, Project Management, Photoshop, Team Leadership, Strategic Planning, English, Customer Service, Event Planning, Sales, Accounting, Spanish-English, Time Management

Education
Taylor University   2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, Minor in Spanish, Senior

Latin American Studies Program - San Jose, Costa Rica   2013 — 2013
International Business and Spanish Language

Northpointe Christian   2007 — 2011

Charles Wegener Charles Wegener Greater Grand Rapids, Michigan Area Details
Charles Wegener's VantagePointe Financial Group Experience 2010 - Present
Job Financial Representative at VantagePointe Financial Group
Industry Financial Services
Experience
VantagePointe Financial Group   2010 - Present
KeyImpact Sales & Systems  April 1993 - July 2010

Education
Central Michigan University   1989 — 1992
Bachelors of Science in Business Administration, Finance & Marketing

Central Michigan University   1989 — 1992
Marketing & Finance

Debbie de Forest Debbie de Forest Greenville, Michigan Details
Debbie de Forest's VantagePointe Financial Group Experience September 2012 - December 2014
Job ThirtyOne Gifts Independent Consultant
Industry Apparel & Fashion
Experience
Thirty-One Gifts  September 2013 - Present
VantagePointe Financial Group   September 2012 - December 2014
Greenville Public Schools  September 2005 - June 2007
Etiwanda School District  October 1998 - June 2005
Gap Inc.  January 1993 - November 1998

Skills
Teaching, K-12, Personal Finance, Microsoft Excel, Retail Sales, Management, Retail, Customer Service

Education
Chapman University   1998 — 2000
Master's Degree, Elementary Education and Teaching

University of South Florida   1995 — 1997
Bachelor of Science (B.S.), Accounting

Fauquier High School   1985 — 1988
Advanced Studies Diploma

Jamie Garlock Jamie Garlock Greater Grand Rapids, Michigan Area Details
Jamie Garlock's VantagePointe Financial Group Experience July 2012 - December 2014
Job Manufacturing Supervisor / Lean Consultant at BLACKMER®
Industry Insurance
Experience
BLACKMER®  June 2014 - Present
VantagePointe Financial Group   July 2012 - December 2014
VantagePointe Risk Management   June 2009 - December 2014
NetGroup   2013 - 2013
Steelcase Inc.  August 1989 - December 2011

Skills
Continuous Improvement, Lean Manufacturing, Process Improvement, Customer Service, Manufacturing, Kaizen, Supply Chain Management, Value Stream Mapping, Supply Chain, Cross-functional Team..., 5S, Sales, Budgets, Insurance, Networking, Retirement Planning, Microsoft Office, Materials Management, Outlook, Strategic Planning, Leadership, Warehousing, Team Building, Disability Insurance, Financial Analysis, Negotiation, Fixed Annuities, Inventory Management, MRP, Strategic Financial..., Licensed Life & Health..., Six Sigma, Employee Benefits, Management, PowerPoint, Kanban, Long-term Care, Logistics, Microsoft Word, SAP, Operations Management

Education
Grand Rapids Community College   1988 — 1993
Business Management

Kelloggsville High School

Kelloggsville High School

Jeff Light Jeff Light Greater Grand Rapids, Michigan Area Details
Jeff Light's VantagePointe Financial Group Experience February 2010 - Present
Job Vice President at VantagePointe Financial Group
Industry Financial Services
Experience
VantagePointe Financial Group   February 2010 - Present
John Hancock  June 2006 - February 2010
John Hancock Financial Network  April 2001 - June 2006

Education
Western Michigan University - Haworth College of Business   1997 — 2001
B.B.M and B.S, Business Management

Adrian College   1995 — 1998
Business and Psychology

Brett Millsap Brett Millsap West Des Moines, Iowa Details
Brett Millsap's VantagePointe Financial Group Experience May 2012 - Present
Job Registered Representative at VantangePointe Financial Group
Industry Financial Services
Experience
VantagePointe Financial Group   May 2012 - Present
First Property Management   December 2011 - March 2013

Education
Iowa State University   2008 — 2011

Des Moines Area Community College   2011 — 2011

Dowling Catholic High School   2004 — 2008

David Pasciak, CLU, ChFC, CRPC David Pasciak, CLU, ChFC, CRPC Greater Grand Rapids, Michigan Area Details
David Pasciak, CLU, ChFC, CRPC's VantagePointe Financial Group Experience August 1980 - Present
Job President VantagePointe Financial Group
Industry Financial Services
Experience
VantagePointe Financial Group   August 1980 - Present
VantagePointe Financial Group   1980 - Present

Education
Cornerstone University

Kurt Jacobs Kurt Jacobs Lansing, Michigan Area Details
Kurt Jacobs's VantagePointe Financial Group Experience December 2007 - January 2011
Job Banker at Independent Bank
Industry Banking
Experience
Independent Bank  July 2013 - Present
FirstMerit Bank  January 2011 - July 2013
VantagePointe Financial Group   December 2007 - January 2011
Freedom Financial Mortgage Services   January 2005 - December 2007
Michigan Home Finance   January 2003 - January 2005
Fowlerville Community Schools  December 1999 - January 2003

Skills
Mutual Funds, Customer Service, Investments, Insurance, Strategic Financial..., Finance, Banking, Portfolio Management, Loans, Credit, Mortgage Lending, Retirement Planning, Commercial Lending, Commercial Banking, Fixed Annuities, Consumer Lending, 401k, Loan Origination, Financial Modeling, Financial Planning

Education
Aquinas College   1996 — 1999
Bachelor of Science (BS), Health and Physical Education/Fitness

Jason Coffman Jason Coffman South Bend, Indiana Area Details
Jason Coffman's VantagePointe Financial Group Experience March 2009 - Present
Job Registered Representative at VantagePointe Financial, an independent firm affiliated with John Hancock Financial Network
Industry Financial Services
Experience
VantagePointe Financial Group   March 2009 - Present
American General Finance  September 2007 - March 2009
Liberty Mutual Insurance  2003 - 2008
Liberty Mutual Insurance  May 2003 - September 2007

Education
Indiana University South Bend   2003 — 2005
Bachelor's, Finance

Bethel College   2002 — 2003
Business Administration

Ancilla College   2002 — 2002
Business Administration

Bethel College   2001 — 2001
Business Administration

John Glenn High School

Jeremy Fogg Jeremy Fogg Greater Grand Rapids, Michigan Area Details
Jeremy Fogg's VantagePointe Financial Group Experience January 2000 - Present
Job VantagePointe Financial Group
Industry Financial Services
Experience
VantagePointe Financial Group   January 2000 - Present

Education
Michigan State University   1991 — 1995
B.A., Telecommunication

Henry Diaz Henry Diaz Greater Grand Rapids, Michigan Area Details
Henry Diaz's VantagePointe Financial Group Experience October 2012 - September 2013
Job Financial Services Recruiter
Industry Financial Services
Experience
New York Life  March 2014 - Present
Recruit Savvy   June 2013 - August 2014
VantagePointe Financial Group   October 2012 - September 2013
Sales Consultants of Grand Rapids  January 2011 - March 2012
New York Life Insurance Company  April 2006 - January 2009
John Hancock Life Insurance Company (U.S.A.)   September 1998 - April 2006

Skills
Training, Recruiting, Interviews, Sales, Selling, Fixed Annuities, Long-term Care, Insurance

Education
University of South Florida   1994 — 1996
Bachelor of Science (B.S.), Social Science Teacher Education

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