Daniel Haines has been Partner/Senior Wealth Manager of Vam Group since January 2025, is a control person of the firm and directly owns between 10% and 25% of it. Daniel Haines holds a Bachelor's degree from Calvin College and a Master of Business Administration from the University of Notre Dame.
Vam Group, Inc. is a Grand Rapids, MI firm with $589M under management, 461 clients and 6 advisers across 2 offices, as of its July 2026 filing.
Dan Haines is Partner and Chief Investment Officer of Voisard Asset Management Group. He joined the firm in 2024, leads the development of its investment strategy and oversees its portfolio management approach. He also works directly with clients, developing comprehensive wealth management plans and investment portfolios. Before joining, he cofounded and led an investment advisory firm.
Daniel Haines’ longest registration was 6 years at Summitview Advisors (2018–2024). Before joining Vam Group in 2024, Daniel Haines was registered through Summitview Advisors and Zhang Financial.
- – present · 2 yearsGrand Rapids, MI · Adviser representative · Firm CRD 118048
- Summitview Advisors– · 6 yearsAda, MI · Adviser representative · Firm CRD 292927
- Zhang Financial– · 1 yearPortage, MI · Adviser representative · Firm CRD 159257
Professional designations
Listed by Vam Group
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
Daniel Haines is registered as an investment adviser representative in Michigan, since August 2024.
- MichiganSince 11 August 2024
Examinations
No examinations are on Daniel Haines’s record.
- Full name
- Daniel Curtis Haines
- CRD
- 6868330
- Firm
- Vam Group · CRD 118048
- Role
- Partner/Senior Wealth Manager
- Office
- 99 MONROE AVE, NW,, SUITE 504, Grand Rapids, MI 49503
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- voisardgroup.com
Where does Daniel Haines work?
Daniel Haines has been Partner/Senior Wealth Manager of Vam Group, Inc. since January 2025, and is a control person of the firm.
Is Daniel Haines a financial advisor?
Yes. Daniel Haines has a current investment-adviser registration in Michigan, through Vam Group since August 2024.
How many years of experience does Daniel Haines have?
Daniel Haines has 9 years in the financial industry, since October 2017, across 3 adviser firms.
Where did Daniel Haines work before Vam Group?
Before Vam Group, Daniel Haines was registered through Zhang Financial, October 2017 to January 2019.
Where is Daniel Haines based?
Daniel Haines’ registered office is in Grand Rapids, MI.
Is Daniel Haines registered with FINRA?
No. Daniel Haines has no current broker registration.
Is Daniel Haines a CFP?
Vam Group lists Daniel Haines with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
How can I verify Daniel Haines’ record?
Search CRD 6868330 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Haines’ full registration record.
