Jordan Katje
Voisard Asset Management Group · Grand Rapids, Michigan
Jordan Katje is a fee-only financial advisor at Voisard Asset Management Group in Grand Rapids, Michigan, who holds the CFP credential. Voisard Asset Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Voisard Asset Management Group |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $589.4M across 1,614 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 7638411 |
| Exams passed | Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.voisardgroup.com |
How Jordan's firm compares
- Voisard Asset Management Group's average account is about $365,000, from its Form ADV (assets managed divided by 1,614 accounts).
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Questions about Jordan
Is Jordan Katje a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Voisard Asset Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Voisard Asset Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Katje based?
Jordan Katje is based in Grand Rapids, Michigan.
What credentials does Jordan Katje hold?
Jordan Katje holds the CFP credential.
Is Jordan Katje registered with the SEC?
Yes. Jordan Katje is registered as an investment adviser representative in MI (CRD 7638411), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Voisard Asset Management Group manage?
Voisard Asset Management Group reports $589.4M across 1,614 accounts in assets under management.
How do I contact Jordan Katje?
Through Jordan's website, www.voisardgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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