Advisor at Wealth Creation Management Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Creation Management Group LLC
Location
Monroe, NY
Credentials
Series 66
Industry experience
9 years
Marilyn Vander Plaat is a financial advisor with Wealth Creation Management Group LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at United Planners' Financial Services of America and Invest Financial Corporation. Outside of advisory work, she is the bookkeeper for Vander Plaat Memorial Home LLC, a family-owned funeral home. Wealth Creation Management Group LLC provides discretionary asset management and financial planning to individual and high-net-worth clients. The firm offers tailored investment programs and educational seminars, using a combination of fundamental, technical, and cyclical analysis across a range of strategies.
Based on Wealth Creation Management Group LLC
Financial planning fees between $250 and $1,000, billed 50% in advance, balance due upon plan delivery
$0 - $1,000,000: 1.75% Over $1,000,000+: 1.10%
Monroe, NY
New Jersey
Wealth Creation Managment Group LLC
2019 - Present (7 years)
United Planners' Financial Services of America A Limited Partner
2017 - 2020 (3 years)
Marilyn Vander Plaat, Sole Proprietor
2017 - Present (9 years)
Invest Financial Corporation
2017 - 2017 (1 year)
Invest Financial Corporation
2016 - 2017 (1 year)
Invest Financial Corporation
2007 - 2016 (9 years)
Karen Wexler-Berry, Ph.D.
2006 - 2017 (11 years)
Vander Plaat Memorial Home LLC
1985 - Present (41 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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