Hollandof Raymond James

About Us

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Mark Zichterman, WMS
Branch Manager / Associate VP, Investments
North Coast Wealth Advisors
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Bryan Zichterman
Senior Vice President, Investments
Zichterman Investment Group
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Aaron Clark
Financial Advisor
Zichterman Investment Group
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Jeff Perkins, AAMS, AWMA
Financial Advisor
Direct: 616-395-4166
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Carla Masselink, CFP®, CEP
Senior Vice President, Investments
MKS Wealth Advisors
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Dan Kleinheksel
Vice President, Investments
MKS Wealth Advisors
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Ilse Saewert, J.D., WMS
Financial Advisor
MKS Wealth Advisors
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Heather Mosher
Financial Advisor
North Coast Wealth Advisors
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Tom Bosch
Financial Advisor
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Tina Wells
Sr. Investment Management Specialist
Zichterman Investment Group
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Stephanie Smith
Registered Sales Associate
Zichterman Investment Group
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Kristen Kragt
Registered Sales Associate
North Coast Wealth Advisors
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April Scholten
Sr. Investment Management Specialist
North Coast Wealth Advisors
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Melissa Brewer
Client Sales Associate
MKS Wealth Advisors
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Vicky Krause
Client Service Associate
Zichterman Investment Group
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Sheila Gargala
Client Service Associate
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Kristi Kolk
Branch Operations Manager
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Rebecca Newton
Client Sales Associate
MKS Wealth Advisors

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

By the numbers*

  • Approximately 7,100 financial advisors
  • More than 2.9 million client accounts
  • Over 2,800 locations throughout the United States, Canada and overseas
  • Approximately $604 billion in total client assets
  • BBB1, positive outlook credit rating (S&P)

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 9/30/2016

1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.

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Holland
99 E. 8th Street
Suite 400
HollandMI 49423
Phone: 616-395-4150
Fax: 866-597-3929
Toll-Free: 866-589-0774
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.