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Shareholder · Van Leeuwen Retirement & Investment Services

Mark A Van Leeuwen

CRD 7315526 · Named on Form ADV at one SEC-registered adviser

At a glance

Van Leeuwen Retirement & Investment Services, an SEC-registered wealth manager based in Richmond, KY with $559 million in regulatory assets, lists Mark A Van Leeuwen on its Form ADV as Shareholder.

Firms and roles

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Mark’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
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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

  • Sarah M Van LeeuwenShareholder, Van Leeuwen Retirement & Investment Services
  • Mark D. VanleeuwenPresident and Chief Compliance Officer, Van Leeuwen Retirement & Investment Services
  • Kristoffer D. ArnoldInvestment Advisor Representative, Alternate Regulatory Contact, Van Leeuwen Retirement & Investment Services
  • Julia A Van LeeuwenShareholder, Van Leeuwen Retirement & Investment Services

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