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Mark Dennis Vanleeuwen

VAN LEEUWEN & ASSOCIATES, INC.·RICHMOND, Kentucky
Clean recordVAN LEEUWEN & ASSOCIATES, INC.
808 WEST MAIN STREET, RICHMOND, KY 40475CRD# 1139666Firm CRD# 289463

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Dennis Vanleeuwen · RICHMOND, KY
Registration
CRD #1139666 · VAN LEEUWEN & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Dennis Vanleeuwen is a registered financial advisor based in RICHMOND, Kentucky, affiliated with VAN LEEUWEN & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VAN LEEUWEN & ASSOCIATES, INC.
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
AUM
$378M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at VAN LEEUWEN & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1139666
Firm CRD# 289463
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Dennis Vanleeuwen offer?
Mark Dennis Vanleeuwen specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Kentucky for a consultation.
What are Mark Dennis Vanleeuwen's credentials?
Mark Dennis Vanleeuwen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Dennis Vanleeuwen located?
Mark Dennis Vanleeuwen is based in RICHMOND, Kentucky, working with VAN LEEUWEN & ASSOCIATES, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Mark Dennis Vanleeuwen charge for services?
Mark Dennis Vanleeuwen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VAN LEEUWEN & ASSOCIATES, INC.?
VAN LEEUWEN & ASSOCIATES, INC. has approximately 3 employees and manages $378M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VAN LEEUWEN & ASSOCIATES, INC.

Sarah M Van Leeuwen
RICHMOND, KY
Julia A Van Leeuwen
RICHMOND, KY
Kristoffer Douglas Arnold
RICHMOND, KY
Mark A Van Leeuwen
RICHMOND, KY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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