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CRD 173396
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN MICHAEL TIMMERMANS | n/a | GRAND RAPIDS, MI | 11 | 12 | 2 | no |
| JUSTIN JOHN BIEBEL | n/a | GRAND RAPIDS, MI | 4 | 11 | n/a | no |
| Aaron Michael Stine | n/a | SAINT JOHNS, MI | GRAND RAPIDS, MI | 2 | 10 | 3 | no |
| JULIE LYNN LESICKI | n/a | GRAND RAPIDS, MI | WEST DEPTFORD, NJ | 0 | 21 | 3 | no |
| BRENT RICHARD DELABARRE | n/a | GRAND RAPIDS, MI | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BIEBEL, JUSTIN, JOHN | Cio | Na | yes | 10/2015 | Jun 15, 2022 | Nov 8, 2024 |
| BIEBEL, JUSTIN, JOHN | Member | C | yes | 01/2024 | Jun 15, 2022 | Nov 8, 2024 |
| DUNN, KATHLEEN, ERIN | Member | E | yes | 12/2019 | Jun 15, 2022 | Nov 8, 2024 |
| GEARHART, FREDERICK, WILLIAM | Member | C | yes | 01/2024 | Jan 20, 2015 | Nov 8, 2024 |
| LUMINIST HOLDINGS, LLC | SHAREHOLDER/MEMBER | E | yes | 01/2024 | Mar 28, 2024 | Nov 8, 2024 |
| THE GEARHART 2009 IRREVOCABLE TRUST | Member | C | yes | 01/2024 | Jun 15, 2022 | Nov 8, 2024 |
| THE STANLEY GROUP LLC | Member | C | yes | 01/2024 | Jun 15, 2022 | Nov 8, 2024 |
| TIMMERMANS, JOHN, MICHAEL | Cco | Na | yes | 08/2015 | Jun 15, 2022 | Nov 8, 2024 |
| TIMMERMANS, JOHN, MICHAEL | Member | C | yes | 01/2024 | Jun 15, 2022 | Nov 8, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ADVISORY ADVOCATES LLC | n/a | Independent wealth | $159M | Y | yes | n/a |
| PLP ADVISORS, LLC | n/a | Former SEC adviser | $12.0M | N | no | n/a |
| ILLUMINATED INSURANCE SERVICES LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Beavercreek | Oh | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 25, 2026 | $105M | $105M | 4 | 4 | 2 | n/a | n/a |
| 2024 | Feb 21, 2025 | $141M | $141M | 3 | 3 | 1 | n/a | n/a |
| 2023 | Mar 28, 2024 | $129M | $129M | 5 | 3 | 1 | n/a | n/a |
| 2022 | Mar 15, 2023 | $103M | $103M | 5 | 3 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $105M | $141M | -25.7% | $103M | 0.6% | 5 | 3 | 2 | 1 |