Allen
Van De Kreeke
Erts Wealth Advisors, LLC
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About this Advisor
Allen Van De Kreeke is a financial advisor based in Marquette, Michigan, working with Erts Wealth Advisors, LLC. Allen has previously held positions at the University Of Minnesota, Shopko Corporation, Delaware North, Life Time Fitness, Made In Nature, and Erts Wealth Advisors, LLC. Allen has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Allen is part of Erts Wealth Advisors, LLC, which operates out of Marquette, Michigan. The firm has 12 employees and manages assets totaling $566.8 million. The firm serves high-net-worth clients and offers a range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Erts Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Erts Wealth Advisors, LLC Brokerage Details
$566,750,000
12
2,581
$219,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Allen Van De Kreeke Work History
Erts Wealth Advisors, LLC
Made In Nature
Delaware North
Life Time Fitness
Shopko Corporation
University Of Minnesota
Disclosures
Please visit the SEC profile of Allen Van De Kreeke 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 Erts Wealth Advisors, LLC
Marquette, MI
Marquette, MI
Marquette, MI
Marquette, MI
Marquette, MI
Marquette, MI
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