Jonathan MulderCRD 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 14 years of experience in the finance industry.
First Financial Advisors Inc.
Robert W. Baird & Company Incorporated
Plaisier Financial Group LLC
|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 & D Power Washing||Spring Lake, MI||Jun 2012 - Oct 2012||< 1|
|Jemco Logics||Jenison, MI||Dec 2010 - May 2012||1|
|Self Employed ? D & 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|
Total Assets Under Management109MILLIONS
Total Number of Accounts716ACCOUNTS
Average Account Value$151,742
- 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
- Pension consulting services
FL, IN, LA, MI, OH, TX
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