Mark Alan Vanvoorhees
Investment adviser representative at Belpointe Asset Management LLC
34 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Belpointe Asset Management, LLCJan 2019 to now
- Vanvoorhees Real Estate Service Inc.Jul 1992 to now
- Richmark Private Wealth ManagementNov 2017 to May 2019
- Richmark Private Wealth MgmtMay 2011 to Jan 2019
- Berthel Fisher & Company Financial Services, Inc.May 2011 to Jun 2018
- Zimmer & Associates, Inc.Jan 2010 to Jul 2018
- Michigan Valley Insurance Agency, LLCOct 2006 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MI).
Belpointe Asset Management LLC
$7.6BAssets managed
7,604Clients
171Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2556390
- Firm CRD
- 143440