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Mark Adam Vanderpol

VANDERPOL INVESTMENTS L.L.C.·CALEDONIA, Michigan
Series 65Clean record12 years registeredVANDERPOL INVESTMENTS L.L.C.
1723 68TH ST. SE, CALEDONIA, MI 49316CRD# 6242445Firm CRD# 168174

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Adam Vanderpol · CALEDONIA, MI
Registration
CRD #6242445 · VANDERPOL INVESTMENTS L.L.C. · 12 years registered
Brand Profile
Not yet started
01

Career History

VANDERPOL INVESTMENTS L.L.C.
Dec 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 12, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VANDERPOL INVESTMENTS L.L.C.
CRD 168174 · SEC 801-127704
AUM
$123M
Regulatory assets under management
Employees
3
488 client accounts
Services offered by VANDERPOL INVESTMENTS L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at VANDERPOL INVESTMENTS L.L.C. →
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05

Frequently Asked Questions

What services does Mark Adam Vanderpol offer?
Mark Adam Vanderpol specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CALEDONIA, Michigan for a consultation.
What are Mark Adam Vanderpol's credentials?
Mark Adam Vanderpol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Adam Vanderpol located?
Mark Adam Vanderpol is based in CALEDONIA, Michigan, working with VANDERPOL INVESTMENTS L.L.C.. Their office serves clients in the CALEDONIA metropolitan area and surrounding communities.
How does Mark Adam Vanderpol charge for services?
Mark Adam Vanderpol's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANDERPOL INVESTMENTS L.L.C.?
VANDERPOL INVESTMENTS L.L.C. has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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