Michael Van Lieshout, financial advisor Pasadena CA

Michael Van Lieshout

CRD Number: 7559332
Current Firm: Stonemark Wealth Management

Michael Van Lieshout (CRD# 7559332) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Stonemark Wealth Management Pasadena, CA Jul 2023 - Current < 1
Loyola University Chicago Chicago, IL Sep 2019 - May 2023 3
Crush It Enterprise Chicago, IL Sep 2022 - Apr 2023 < 1
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Stillwater Area High School Oak Park Heights, MN Aug 2016 - May 2019 2
Jos. A Bank Woodbury, MN Jul 2017 - Oct 2018 1
Oakland Junior High School Lake Elmo, MN Aug 2013 - Jun 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2024
Contact Info for Michael K. Van Lieshout
Phone Number: 626-304-9888
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    427
    MILLIONS
  • Total Number of Accounts
    748
    ACCOUNTS
  • Average Account Value
    $570,963
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, NV, TX

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