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Investment Advisor Representative/memberpartner/cio/cfo · Wealth Creation Management Group LLC

Marilyn L. Vander Plaat

CRD 5245671 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealth Creation Management Group LLC, an SEC-registered wealth manager with $106 million in regulatory assets, lists Marilyn L. Vander Plaat on its Form ADV as Investment Advisor Representative/memberpartner/cio/cfo, a control person.

Firms and roles

AtlasMembers

Marilyn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Joseph C. BarreiroManaging Member/chief Compliance Officer/investment Advisor Representative, Wealth Creation Management Group LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marilyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.