Mitchell
Vandenmeerendonk

Great Valley Advisor Group, Inc

CRD#7424492
Investment Advisor
in Saint Paul, MN

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About this Advisor

Mitchell Vandenmeerendonk is a financial advisor based in Saint Paul, Minnesota, working with Great Valley Advisor Group, Inc. Mitchell has previously held positions at Lpl Financial, LLC, Phillips-Medisize, University Of Wisconsin- Eau Claire, University Of Wisconsin- Whitewater, Vandenmeerendonk Construction, and Great Valley Advisor Group Inc. Mitchell has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Wisconsin. Currently, Mitchell is part of Great Valley Advisor Group, Inc, which operates out of Saint Paul, Minnesota. The firm has 72 offices and 175 employees. The firm manages assets totaling $7.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Great Valley Advisor Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1625 Radio Drive, Suite 110
Saint Paul, MN 55125

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Great Valley Advisor Group, Inc Brokerage Details

Total Assets Under Management

$7,343,187,109

MN Average: $20,326,190,483
Total Number of Employees

175

MN Average: 53
Total Number of Accounts

24,276

MN Average: 624
Average Account Size

$302,488

MN Average: $32,574,023

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mitchell Vandenmeerendonk Work History

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Great Valley Advisor Group Inc

2020 - Present (4 years)

University Of Wisconsin- Whitewater

2018 - 2021 (3 years)

Phillips-Medisize

2014 - 2018 (4 years)

University Of Wisconsin- Eau Claire

2010 - 2016 (6 years)

Vandenmeerendonk Construction

Disclosures

Please visit the SEC profile of Mitchell Vandenmeerendonk 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 Great Valley Advisor Group, Inc

Alan Reese
Braintree, MA
James Spinelli
Wilmington, DE
David Guild
Altoona, WI
Eric Johnson
Madison, WI
Robert Schmauk
Wilmington, DE
Marc Poulos
Wilmington, DE
Benjamin Haas
Kutztown, PA
Robert O'Reilly
Doylestown, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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