Mark Vanleeuwen, financial advisor Richmond KY
96 score

Mark Vanleeuwen

CRD Number: 1139666
Current Firm: Van Leeuwen Retirement & Investment Services

Mark Vanleeuwen (CRD# 1139666) is an Investment Advisor Representative working at Van Leeuwen Retirement & Investment Services in Richmond, KY and has over 34 years of experience in the finance industry. Mark Vanleeuwen 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.

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Professional Designations
Company Name Location Dates Years
Van Leeuwen Retirement & Investment Services Richmond, KY Aug 2017 - Current < 1
Lpl Financial, LLC Richmond, KY Sep 1998 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
Contact Info for Mark D. Vanleeuwen
Phone Number: (859) 626-3400
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $488,643
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
Types of Clients
Registered States

FL, KS, KY, OH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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