Mark Vanleeuwen
Mark Vanleeuwen is a registered investment advisor at Van Leeuwen Retirement & Investment Services, based in Richmond, KY, with 42 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 639 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Van Leeuwen Retirement and Investment Services offers investment management services through various programs. The advisory fee is up to 1.75% annually, based on the value of your investments and the complexity of the services. This fee is billed quarterly in advance. The exact fee may be negotiable. There may be additional fees, such as mutual fund expenses and ticket charges.
Location
808 West Main Street, Richmond, KY, 40475
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark operates Van Leeuwen Retirement & Investment Services as a DBA for his LPL business and provides investment advisory services through Van Leeuwen & Associates, Inc., dedicating about a quarter of his time to the latter. He also owns several real estate rental properties and a business entity for tax/investment purposes.
Employment History
Current Registrations
Van Leeuwen Retirement & Investment Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial Corporation
LPL Financial CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.