Van Leeuwen Retirement & Investment Services
Van Leeuwen Retirement & Investment Services (CRD# 289463) is a financial advisory firm headquartered in Richmond, KY. They manage $378,324,370 in 981 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Van Leeuwen Retirement & Investment Services
By the Numbers
-
Total Assets Under Management378MILLION
-
Total Number of Accounts981ACCOUNTS
-
Average Account Value$385,652
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, KS, KY, LA, NH, OH, TX
Financial Advisors at Van Leeuwen Retirement & Investment Services
1
Kristoffer Arnold (CRD# 4395662) is an Investment Advisor Representative working at Van Leeuwen Retirement & Investment Services in Richmond, KY and has over 22 years of experience in the finance industry.
2
Mark Vanleeuwen (CRD# 1139666) is an Investment Advisor Representative working at Van Leeuwen Retirement & Investment Services in Richmond, KY and has over 40 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.