Calvin Wiersma has been Financial Advisor of Grand Wealth Management since October 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm. Calvin Wiersma holds a Bachelor of arts degree in business finance and economics from Calvin University and a Master of science in taxation from Grand Valley State University.
Grand Wealth Management, LLC is a Grand Rapids, MI firm with $598M under management, 156 clients and 6 advisers in one office, as of its September 2026 filing.
Calvin Wiersma is Senior Financial Advisor and Director of Planning and Investments at Grand Wealth Management. He works on clients' financial planning, investment management and tax questions. Before joining Grand Wealth, he spent seven years in the wealth management group of a national financial services bank, where he supported its financial planning, estate planning and trust administrative service offerings.
Calvin Wiersma’s longest registration is the current one, 6 years at Grand Wealth Management since 2020. Before joining Grand Wealth Management in 2020, Calvin Wiersma was registered through Fifth Third Securities, Inc.
- Grand Wealth Management, LLCCurrent– present · 6 yearsGrand Rapids, MI · Adviser representative · Firm CRD 132137
- Fifth Third Securities, Inc.– · under a yearGrand Rapids, MI · Adviser representative · Firm CRD 628
Investment adviser representative registrations
Calvin Wiersma is registered as an investment adviser representative in Michigan, since January 2020.
- MichiganSince 13 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 July 2019 |
| Series 7TO | General Securities Representative Examination | 29 May 2019 |
| SIE | Securities Industry Essentials Examination | 12 April 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Calvin Daniel Wiersma
- CRD
- 7096772
- Firm
- Grand Wealth Management · CRD 132137
- Role
- Financial Advisor
- Office
- 333 BRIDGE STREET NW, SUITE 800, Grand Rapids, MI 49504
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- grandwealth.com
Where does Calvin Wiersma work?
Calvin Wiersma has been Financial Advisor of Grand Wealth Management, LLC since October 2022.
Is Calvin Wiersma a financial advisor?
Yes. Calvin Wiersma has a current investment-adviser registration in Michigan, through Grand Wealth Management since January 2020.
How many years of experience does Calvin Wiersma have?
Calvin Wiersma has 7 years in the financial industry, since May 2019, across 2 adviser firms.
What exams has Calvin Wiersma passed?
Calvin Wiersma has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2019.
Where is Calvin Wiersma based?
Calvin Wiersma’s registered office is in Grand Rapids, MI.
Is Calvin Wiersma registered with FINRA?
No. Calvin Wiersma has no current broker registration.
How can I verify Calvin Wiersma’s record?
Search CRD 7096772 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Calvin Wiersma’s full registration record.
