Marilyn Vander Plaat (CRD# 5245671) is an Investment Advisor Representative working at Wealth Creation Management Group LLC in Monroe, NY and has over 7 years of experience in the finance industry.
CRD# 5490658
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5563596
Eagle Strategies LLC
CRD# 1778571
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Wealth Creation Managment Group LLC | Monroe, NY | Jan 2019 - Current | 5 |
Marilyn Vander Plaat, Sole Proprietor | Monroe, NY | Sep 2017 - Current | 6 |
Vander Plaat Memorial Home LLC | Paramus, NJ | May 1985 - Current | 38 |
United Planners' Financial Services Of America A Limited Partner | Monroe, NY | Oct 2017 - Jul 2020 | 2 |
Invest Financial Corporation | Tampa, FL | Apr 2017 - Oct 2017 | < 1 |
Invest Financial Corporation | Tampa, FL | Nov 2016 - Oct 2017 | < 1 |
Karen Wexler-berry, Ph.d. | Warwick, NY | May 2006 - Mar 2017 | 10 |
Invest Financial Corporation | Tampa, FL | Jun 2007 - Nov 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- NJ
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$299,612
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, NC, NJ, NY
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