Mark VanleeuwenCRD 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.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|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|
Total Assets Under Management129MILLIONS
Total Number of Accounts264ACCOUNTS
Average Account Value$488,643
- 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
FL, KS, KY, OH, TX