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Marlan Wayne Vanveldhuizen

Worth Financial Group Inc.

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About Marlan Wayne Vanveldhuizen

Marlan Vanveldhuizen is a financial professional with over 40 years of experience in the financial industry. Marlan is currently registered with Worth Financial Group Inc. and has been with the firm since September 2002. Prior to joining Worth Financial Group Inc., Marlan worked at Rushmore Securities Corporation, North American Management, Inc. and other firms. Marlan specializes in Investment Company Products/Variable Contracts.

Firm Information

Marlan Vanveldhuizen is currently registered with Worth Financial Group Inc.. Worth Financial Group Inc. is a Corporation formed in 1983. The firm provides investment advice and portfolio management services to individuals. They have 9 licensed agents and 5 investment adviser representatives, with a total of 11 registered representatives. The firm manages approximately $3,027,573 in assets for 4 clients, all of whom are individuals. The firm is registered with the SEC and in 22 states.

$3.03M

Assets Under Management

Not reported

Total Clients

7

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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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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Marlan Vanveldhuizen’s Registration & Firm History

TX

09/26/2002 - Present

Worth Financial Group Inc. (SAN ANTONIO TX)

TX

07/20/1994 - 09/05/2002

RUSHMORE SECURITIES CORPORATION (DALLAS TX)

SD

04/04/1990 - 07/15/1994

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

NA

01/01/1990 - 03/12/1990

PRIMARY FUNDING CORPORATION

GA

09/16/1982 - 11/30/1989

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

NA

01/30/1980 - 01/05/1982

WESTAMERICA FINANCIAL CORPORATION

NA

07/12/1978 - 09/03/1979

WADDELL & REED, INC.

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Licenses & Designations

BC

Issued 10/12/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marlan Wayne Vanveldhuizen.
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