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Leonard Adriaan Van dorp

Northwest Asset Management

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About Leonard Adriaan Van dorp

Leonard Van dorp is an Investment Advisor Representative at Northwest Asset Management with over 10 years of experience in the financial services industry. Leonard Van dorp has a Series 7 and Series 66 license as well as a Securities Industry Essentials (SIE) license. Leonard Van dorp’s previous experience includes working at UBS Financial Services Inc and Garde Capital, Inc. Leonard Van dorp currently holds licenses in California and Washington. Leonard Van dorp provides advisory services such as financial planning, pension consulting, portfolio management for individuals and educational seminars.

Firm Information

Leonard Van dorp is currently registered with Northwest Asset Management. Northwest Asset Management is a registered investment advisor based in Mercer Island, WA with $3,271,377,063 in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals. They also provide tax preparation services and have a wrap fee program. Northwest Asset Management serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and other clients.
Northwest Asset Management

2835 82ND AVENUE SE

MERCER ISLAND, WA 98040

$3.27B

Assets Under Management

17

Total Clients

56

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

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.

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fixed fees

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

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percentage of assets

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

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Leonard Van dorp’s Registration & Firm History

WA

03/22/2019 - Present

Northwest Asset Management (ISSAQUAH WA)

WA

03/12/2008 - 02/04/2015

UBS FINANCIAL SERVICES INC. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 03/29/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leonard Adriaan Van dorp.
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