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, working with Wealth Creation Management Group LLC. Marilyn has previously held positions at Vander Plaat Memorial Home LLC, Karen Wexler-Berry, Ph.D, Invest Financial Corporation, United Planners' Financial Services Of America A Limited Partner, Marilyn Vander Plaat, Sole Proprietor, and Wealth Creation Management Group LLC. Marilyn has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Marilyn is part of Wealth Creation Management Group LLC, which operates out of Monroe, New York. The firm has 2 employees and manages assets totaling $78.5 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Wealth Creation Management Group LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Creation Management Group LLC Brokerage Details
$78,498,284
2
262
$299,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Marilyn Vander Plaat Work History
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
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
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