linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kenneth Marvin Vander kooi

Scharf Investments, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kenneth? Claim Your Profile

About Kenneth Marvin Vander kooi

Kenneth Vander kooi is a registered Investment Advisor Representative with Scharf Investments, LLC. He is also associated with Summitry, LLC. Kenneth has been in the financial services industry since 1998. Kenneth's primary focus is on providing financial planning and portfolio management services. His expertise lies in serving high-net-worth individuals, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and other investment advisors. Kenneth is a Certified Financial Planner and holds the Series 65 and Series 7 licenses.

Firm Information

Kenneth Vander kooi is currently registered with Scharf Investments, LLC. Scharf Investments, LLC is an investment advisor headquartered in Los Gatos, California. The firm provides a range of advisory services, including financial planning, portfolio management for individuals, businesses, and investment companies, and model recommendations. Scharf Investments manages over $4.5 billion in assets for a diverse client base that includes individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, and other investment advisors. The firm is registered with the SEC and its SEC number is 801-18799.
Scharf Investments, LLC

16450 LOS GATOS BOULEVARD, SUITE 207

LOS GATOS, CA 95032

$4.54B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

model recommendations

Model recommendations

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kenneth Vander kooi’s Registration & Firm History

CA

04/10/2013 - Present

Scharf Investments, LLC (LOS GATOS CA)

NY

10/20/1998 - 12/29/1998

SALOMON SMITH BARNEY INC. (NEW YORK NY)

Not sure if Kenneth Marvin Vander kooi is right for you?

Licenses & Designations

IA

Issued 04/09/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Marvin Vander kooi.
Not sure if Kenneth Marvin Vander kooi is right for you?