This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2021
- Office Locations
- 1
Office Locations
About Vickerman Investment Advisors, Inc.
Vickerman Investment Advisors (VIA) is a Spokane, WA wealth management firm providing customized investment management and financial planning, including retirement income, tax and legacy planning. Portfolios are guided by each client’s Riskalyze risk score and implemented with disciplined research, often via ETFs and mutual funds. Known for one-on-one, high-touch service and its MyBucketSystem(TM) withdrawal framework, plus ongoing “Fireside” client events.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JAMES VICKERMAN JR
Chief Compliance Officer, President
- CRD
- #2510165
- Ownership
- 50% but less than 75%
CHRISTOPHER WILLIAM GRASMICK
INVESTMENT ADVISOR REPRESENTATIVE, Owner, Senior Investment Advisor
- CRD
- #4580168
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Dylan Bohnert
--
- CRD
- #8033858
Marcus Alexander Holzschuh
--
- CRD
- #7896313
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $632,257,716 | $545,520 |
| Non-Discretionary | $0 | -- |
| Total | $632,257,716 | $545,520 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing