Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Vanvoorhees is an investment advisor representative currently registered with Belpointe Asset Management LLC. Mark is a certified financial planner with over 25 years of experience in the industry. Mark has a strong track record of providing financial advice to individuals, families, and businesses. Mark is committed to providing personalized financial planning services to help clients achieve their financial goals. Mark previously worked for firms including Berthel, Fisher & Company Financial Services, Inc. and American Portfolios Financial Services, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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MI
01/07/2019 - Present
Belpointe Asset Management LLC (FRANKENMUTH MI)
MI
05/20/2011 - 06/22/2018
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (FRANKENMUTH MI)
MI
01/05/2010 - 05/02/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (FRANKENMUTH MI)
MI
08/23/2007 - 01/07/2010
SAGEPOINT FINANCIAL, INC. (FRANKENMUTH MI)
MI
02/13/1998 - 08/22/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FRANKENMUTH MI)
IN
02/13/1998 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MI
07/29/1997 - 01/29/1998
FB EQUITY SALES CORPORATION OF MICHIGAN (LANSING MI)
IN
06/13/1996 - 07/11/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/13/1996 - 07/11/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/30/1995 - 04/23/1996
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 12/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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