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Mark Adam Vanderpol

Vanderpol Investments LLC

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About Mark Adam Vanderpol

Mark Vanderpol is an investment advisor representative at Vanderpol Investments LLC. Mark has been in the industry since September 2013 and is licensed in Michigan. Mark has a Series 65 license and has been registered with the SEC since 2013. Mark specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals. Mark also owns MVP Housing LLC, a limited partner at U.S. Signal, and is a licensed insurance agent.

Firm Information

Mark Vanderpol is currently registered with Vanderpol Investments LLC. Vanderpol Investments LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals. The firm's main office is located in Caledonia, MI. Vanderpol Investments LLC manages approximately $123,126,425 in assets for 488 clients, including charitable organizations, high-net-worth individuals, and individuals other than high-net-worth.
Vanderpol Investments LLC

1723 68TH ST. SE

CALEDONIA, MI 49316

$123.13M

Assets Under Management

Not reported

Total Clients

1

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.

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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percentage of assets

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

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Mark Vanderpol’s Registration & Firm History

MI

12/12/2013 - Present

Vanderpol Investments LLC (CALEDONIA MI)

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Licenses & Designations

IA

Issued 06/22/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Adam Vanderpol.
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