A complete list of active advisors currently associated with Van Leeuwen Retirement & Investment Services
Warmer can help you find a great advisor at Van Leeuwen Retirement & Investment Services or one who fits your needs even better.
Van Leeuwen Retirement and Investment Services provides comprehensive financial planning and investment management with an emphasis on retirement decision-making. The firm serves primarily individual clients — including high-net-worth individuals and business owners — offering portfolio management, financial planning, and qualified retirement-plan consulting. The firm manages client assets through an open-architecture Strategic Wealth Management approach that employs mutual funds, ETFs, equities, fixed income and alternative strategies, with asset allocation and periodic rebalancing tailored to each client’s objectives and risk tolerance. Accounts are typically managed on a discretionary basis, use LPL Financial-sponsored model programs (OMP, PWP, MWP) and include ongoing performance reporting and annual reviews. This firm is distinctive among peers for its scale relative to its advisor headcount: it reports about $559,416,819 in AUM across roughly 700 clients served by two advisors (roughly 350 clients and about $280 million in AUM per advisor). It also operates a wrap-fee program for which it is the sponsor and portfolio manager, and its advisors are dually registered with LPL and hold insurance licenses while allocating the majority of their time to advisory services.
To learn more about the advisors currently working at Van Leeuwen Retirement & Investment Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Richmond, KY
| 25
| |
Richmond, KY
| 42
|
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