Jonathan Mulder, financial advisor Spring Lake MI
93 score

Jonathan Mulder

CRD Number: 4491597
Current Firm: Center For Wealth Planning Advisors, Inc.

Jonathan Mulder (CRD# 4491597) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Spring Lake, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Center For Wealth Planning Advisors Spring Lake, MI Apr 2016 - Current 1
Lpl Financial Spring Lake, MI Apr 2016 - Current 1
Bank Of America, N.a. Muskegon, MI Apr 2013 - Apr 2016 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Muskegon, MI Oct 2012 - Apr 2016 3
Self Employed ? D &amp; D Power Washing Spring Lake, MI Jun 2012 - Oct 2012 < 1
Jemco Logics Jenison, MI Dec 2010 - May 2012 1
Self Employed ? D &amp; D Power Washing Spring Lake, MI Jun 2009 - Nov 2010 1
Grand Rapids Business Journal Grand Rapids, MI Nov 2004 - May 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Jonathan J. Mulder
Phone Number: 248-498-4825
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
Types of Clients
Registered States


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

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