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William Gordon Vanoverloop

THE Huntington Investment Co.

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About William Gordon Vanoverloop

William Gordon Vanoverloop is a financial advisor in Jenison, MI. William Vanoverloop is a registered representative of The Huntington Investment Co. He has been in the financial services industry since June 21, 2006. William Vanoverloop is a CERTIFIED FINANCIAL PLANNER™ professional. William Vanoverloop is also a board member of the Heritage Christian School Foundation. The Huntington Investment Co. is a registered investment advisor. William Vanoverloop is registered with the state of Michigan as an investment advisor representative. The Huntington Investment Co. manages assets for individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. William Vanoverloop provides portfolio management services for businesses and individuals. William Vanoverloop also assists clients with the selection of other advisors.

Firm Information

William Vanoverloop is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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William Vanoverloop’s Registration & Firm History

MI

04/30/2015 - Present

THE Huntington Investment Co. (Jenison MI)

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Licenses & Designations

IA

Issued 04/28/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/20/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Gordon Vanoverloop.
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