Kenneth Van LeeuwenCRD Number: 734389
Current Firm: Van Leeuwen & Company, LLC
Kenneth Van Leeuwen (CRD# 734389) is an Investment Advisor Representative working at Van Leeuwen & Company, LLC in Princeton, NJ and has over 39 years of experience in the finance industry. Kenneth Van Leeuwen 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Eisneramper Wealth Management & Corporate Benefits, LLC
|Lpl Financial, LLC||Princeton, NJ||Nov 2016 - Current||5|
|Van Leeuwen & Company, LLC||Princeton, NJ||Apr 2006 - Current||16|
|Van Leeuwen & Company, LLC||Princeton, NJ||Jun 1997 - Current||25|
|Linsco/private Ledger Corp.||Princeton, NJ||Jul 1995 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1982|
|S65||NASAA Investment Advisors Law Examination||Apr 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management316MILLIONS
Total Number of Accounts555ACCOUNTS
Average Account Value$568,928
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, FL, NC, NH, NJ, NY, PA, TX
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