Andrew
Glover

Kroon & Mitchell Asset Management LLC

CRD#5800495
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Andrew Glover is a financial advisor operating in Grand Rapids, Michigan with 1 year of industry experience. Glover is an employee of Kroon & Mitchell Asset Management LLC. Over the course of their career, they have held roles at Morrison Industrial, Mitchell B Glover, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Lpl, Ica Group Wealth Management, LLC and Kroon & Mitchell. Glover has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Kroon & Mitchell Asset Management LLC is a registered investment business operating out of Grand Rapids, MI. It manages $120 million in assets among its 595 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 595 client accounts, 15% belong to high-net-worth investors who have greater than $1 million in investable assets. Kroon & Mitchell Asset Management LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules are based on which service is provided. However, fees billed by Kroon & Mitchell Asset Management LLC most likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

29 Pearl Street Nw Ste 400
Grand Rapids, MI 49503

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Kroon & Mitchell Asset Management LLC Brokerage Details

Total Assets Under Management

$119,553,231

MI Average: $943,424,332
Total Number of Employees

2

MI Average: 21
Total Number of Accounts

595

MI Average: 1,586
Average Account Size

$200,930

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Andrew Glover Work History

Andrew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Kroon & Mitchell

2021 - 2022 (1 year)

Ica Group Wealth Management, LLC

2020 - 2022 (2 years)

Lpl

2017 - 2020 (3 years)

Northwestern Mutual Investment Services LLC

2017 - 2020 (3 years)

Northwestern Mutual Wealth Management Company

2015 - 2022 (7 years)

Northwestern Mutual Investment Services LLC

2013 - 2013 (< 1 year)

Morrison Industrial

2013 - 2019 (6 years)

Mitchell B Glover

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Glover to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kroon & Mitchell Asset Management LLC

Andrew Glover
Grand Rapids, MI
Phillip Mitchell
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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