Levi Van Dam is an Associate Advisor with Generational Wealth Management. He holds
the Series 7 and 65 security industry licenses as well as, the Securities Industry
Essentials, and the Michigan accident, health, and life insurance licenses.
Levi’s areas of experience include comprehensive wealth management, retirement
income planning, and corporate retirement plans. His breadth of knowledge
encompasses financial planning, investment management, retirement income planning,
income tax, estate planning, and insurance.
As an investment advisor representative, acting in a fiduciary capacity, it is Levi’s
responsibility to always put the best interests of the client first.
Levi prides himself on listening to his clients’ goals and providing them with a plan that
is tailored to their personal goals and objectives.
Levi graduated from Calvin University with a degree in Financial Planning. Levi enjoys
spending his time golfing, fishing, playing basketball and being with his family and
friends. He attends Ridge Point Community Church in Holland, MI.