Jason Kooistra

"I’m committed to providing you with timely, objective and ethical advice to preserve and grow your assets."


Contact Info

MaxFacts

  • Specialties: Employer retirement plans, individual retirement, life planning
  • Licenses: Series 7, 9, 10, 63, 66 licenses through LPL Financial. Life, Accident and health insurance licensed.

About Jason

Most people understand the importance of saving and investing for retirement, but few understand how to evaluate the level and types of risk that are appropriate for them. Financial markets are confusing to many and it’s my charge to help them understand and learn. Every situation is unique. I develop individualized strategies to serve particular needs and goals.

Effective wealth management requires an ongoing relationship that evolves over time. I first develop a deep and thorough understanding of your financial needs, tax circumstances, family dynamic, lifestyle objectives, and risk tolerance. But it’s only after I’ve gained a thorough understanding of what makes up you, as a person, do I begin working on strategies to align with meeting your specific goals. I create comprehensive and individualized plans, paired with the right tools and resources, that work toward your specific financial aims.

With over 18 years as a financial professional, and meeting with literally thousands of families over the course of those years, I understand the unique challenges and opportunities you face. I have meaningful experience addressing the issues commonly encountered by most any life situation. I was born and raised in Grand Rapids, and currently live in Forest Hills. During my downtime, I enjoy golf and spending time with my wife and three children.


Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affliaties. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value

Lake Michigan Credit Union and MaxWealth Management – Located at Lake Michigan Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Colorado, Florida, Ohio, Iowa, Pennsylvania, Kansas, California, Indiana, Michigan