Marilyn
Vander Plaat
Wealth Creation Management Group LLC
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About this Advisor
Marilyn Vander Plaat is a financial advisor based in Monroe, New York, who has 4 years of relevant experience. Vander Plaat works at Wealth Creation Management Group LLC. During their career, Vander Plaat has held roles at Vander Plaat Memorial Home LLC, Karen Wexler-Berry, Ph.D, Invest Financial Corporation, Wealth Creation Managment Group LLC, Marilyn Vander Plaat, Sole Proprietor and United Planners' Financial Services Of America A Limited Partner. Vander Plaat holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Wealth Creation Management Group LLC is a registered investment business with a branch in Monroe, New York. It handles $65 million in assets under management among its 284 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 284 client accounts, just 8% are associated with high-net-worth clients who have at least $1 million in assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management largely depend on which services the firm provides the client. Fees billed by Wealth Creation Management Group LLC likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Creation Management Group LLC Brokerage Details
$65,000,000
2
284
$228,873
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Marilyn Vander Plaat Work History
Marilyn has been registered as a financial advisor for 4 years.*
Wealth Creation Managment Group LLC
Marilyn Vander Plaat, Sole Proprietor
Vander Plaat Memorial Home LLC
United Planners' Financial Services Of America A Limited Partner
Invest Financial Corporation
Invest Financial Corporation
Invest Financial Corporation
Karen Wexler-Berry, Ph.D
*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 Marilyn Vander Plaat 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 Wealth Creation Management Group LLC
Monroe, NY
Monroe, NY
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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