Theodore Van Gerven (CRD# 6493151) is an Investment Advisor Representative working at Modern Wealth Builders, LLC in Woburn, MA and has over 8 years of experience in the finance industry. Theodore Van Gerven has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Wealth Builders, LLC | Woburn, MA | Oct 2018 - Current | 5 |
| Origin Financial | San Francisco, CA | Jan 2022 - Feb 2023 | 1 |
| Unemployed | Woburn, MA | Jun 2018 - Sep 2018 | < 1 |
| Compass Wealth Management, LLC | Concord, MA | Sep 2017 - May 2018 | < 1 |
| Ameriprise Financial Services, Inc. | Minneapolis, MN | May 2015 - Sep 2017 | 2 |
| Advisors Ahead | Reston, VA | May 2015 - Dec 2015 | < 1 |
| Virginia Polytechnic Institute And State University | Blacksburg, MA | Jun 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- MA
- NY
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts154ACCOUNTS
-
Average Account Value$131,923
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MA, NY
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