Daniel Curtis Haines
Investment Adviser Representative at Voisard Asset Management Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Curtis Haines is an investment adviser representative with Voisard Asset Management Group in Grand Rapids, MI, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Summitview Advisors and Zhang Financial. They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Greenleaf TrustNov 2013 – Sep 2017Kalamazoo, MI
- Zhang Financial LLCOct 2017 – Aug 2018Kalamazoo, MI
- Summitview AdvisorsAug 2018 – Dec 2024Grand Rapids, MI
- Voisard Asset Management GroupJul 2024 – no end date reportedGrand Rapids, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Voisard Asset Management Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- First $1 million in assets1.00%
- Second $1 million in assets0.75%
- Assets over $2 million0.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Grand Rapids, MI
- SEC file number:
- 801-62198
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 21, 2026
View full firm profileOther advisors at Voisard Asset Management Group
5 other advisors in the directory
Similar advisors in Grand Rapids, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Curtis Haines has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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