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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Vander sluis is an Investment Advisor Representative associated with Kovitz Investment Group Partners, LLC. Carol Vander sluis has been in the industry for over 20 years and has experience in financial planning and portfolio management for individuals, businesses, and investment companies. Carol Vander sluis is also registered to provide investment advisory services in Wisconsin. Carol Vander sluis is dedicated to providing high-quality financial advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
WI
01/06/2025 - Present
Kovitz Investment Group Partners, LLC (Madison WI)
WI
06/10/2009 - 01/12/2016
MFD DISTRIBUTOR, LLC (MADISON WI)
WI
09/12/2007 - 06/02/2009
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
WI
11/17/1998 - 12/16/2002
ARTISAN DISTRIBUTORS LLC (MILWAUKEE WI)
NY
11/21/1994 - 09/02/1998
PIMCO FUNDS DISTRIBUTORS LLC (NEW YORK NY)
CA
03/17/1994 - 11/21/1994
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IA
Issued 06/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1998
Series 30 - NFA Branch Manager Examination
BC
Issued 01/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1998
Series 3 - National Commodity Futures Examination
BC
Issued 12/28/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 03/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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