Kenneth Marvin Vander kooi
Investment adviser representative at Summitry, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.4BFirm assets
Are you Kenneth Marvin Vander kooi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Summitry, LLCJan 2024 to now
- Scharf Investments LLCFeb 2013 to Jan 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summitry, LLC
$3.4BAssets managed
1,327Clients
27Advisers
23 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
- 2927188
- Firm CRD
- 128586