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 operating in Saint Paul, Minnesota with a total of 1 year of relevant experience. Vandenmeerendonk works at Great Valley Advisor Group, Inc. Throughout their career, they have worked at Lpl Financial, LLC, Phillips-Medisize, University Of Wisconsin- Eau Claire, University Of Wisconsin- Whitewater, Notre Dame Academy, Vandenmeerendonk Construction and Great Valley Advisor Group Inc. Vandenmeerendonk maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota and Wisconsin. Great Valley Advisor Group, Inc is an advisory company that has its headquarters in Wilmington, DE. The company has offices in 72 locations and a total of 146 financial advisors. It handles $5 billion in assets among its 21,345 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 21,345 accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Great Valley Advisor Group, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules usually vary depending on the type of services offered. Fee types billed by Great Valley Advisor Group, Inc can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$5,084,083,044

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

146

MN Average: 53
Total Number of Accounts

21,345

MN Average: 624
Average Account Size

$238,186

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

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

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 - 2014 (4 years)

Notre Dame Academy

2010 - 2016 (6 years)

Vandenmeerendonk Construction

*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 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

Jude Kave
Waukesha, WI
Benjamin Haas
Kutztown, PA
Todd Smiler
Boca Raton, FL
Tenner Stoe
Wilmington, DE
Katherine Aubart
Wilmington, DE
Eric Liek
Brookfield, WI
Steven Hoffman
Altoona, WI
Jeffrey Kolodjski
Wilmington, DE

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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