Advisor at Connect Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Connect Financial Advisors
Location
Providence, UT
Credentials
Series 63, Series 65
Industry experience
19 years
James Vanderbeek is a financial advisor with Connect Financial Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Keystone Wealth Advisors and long-term involvement with Vancor, Inc. Outside of his advisory work, he is engaged with Vanel Management, LLC, a management company. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts with discretionary portfolio management and written financial planning services. The firm manages approximately $58.6 million in discretionary assets across about 443 client relationships, employing a range of investment strategies from long-term buy-and-hold to tactical trading based on fundamental, technical, and cyclical analysis.
Based on Connect Financial Advisors
Based on Connect Financial Advisors
Financial planning fees range from $250 to $1,000 depending on client needs and complexity.
0.50% to 2.00% annually (negotiated fee range)
Providence, UT
Idaho · Utah
Connect Financial, LLC
2022 - Present (4 years)
Bridgerland Meadows Complex
2021 - Present (5 years)
Keystone Properties Holding, LLC
2014 - Present (12 years)
Vanel Management, LLC
2014 - Present (12 years)
Keystone Wealth Advisors
2011 - 2022 (11 years)
Vancor, Inc.
1978 - Present (48 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Newton, UT
Ferguson Financial Advisors
CFP®, Series 63
North Logan, UT
Allred Jackson Financial Planning, LLC
CFP®, Series 66
Providence, UT
Connect Financial Advisors
CFP®, Series 65
Providence, UT
Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Series 65
Logan, UT
Peak Investment Coaching, LLC
Series 63, Series 65
Logan, UT
Peak Investment Coaching, LLC
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