Marilyn Louise Vander plaat
Investment adviser representative at Wealth Creation Management Group LLC
41 yearsExperience
1 stateRegistered in
$106.1MFirm assets
7 yearsFirm in business
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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
- Seminars and workshops
Experience
41 years in the industry.
- Wealth Creation Management Group LLCMar 2019 to now
- Wealth Creation Managment Group LLCJan 2019 to now
- Marilyn Vander Plaat, Sole ProprietorSep 2017 to now
- Vander Plaat Memorial Home LLCMay 1985 to now
- United Planners' Financial Services of America A Limited PartnerOct 2017 to Jul 2020
- Invest Financial CorporationJun 2007 to Oct 2017
- Karen Wexler-berry, Ph.d.May 2006 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wealth Creation Management Group LLC
$106.1MAssets managed
158Clients
2Advisers
7 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
- 5245671
- Firm CRD
- 300539