CRD: 135556
VAN DER Noord Financial Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-07-2005
- Office Locations
- 1
Office Locations
About VAN DER Noord Financial Advisors, Inc.
Van Der Noord Financial Advisors, Inc. is a fee-only RIA offering financial planning and goals-based wealth management, including estate and insurance planning, with a client focus that includes entrepreneurs. The firm emphasizes risk management and portfolio construction using public funds such as mutual funds and fixed income. It is a vetted Paladin Registry fee-only member and commonly custodies assets at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD VANDERNOORD
Chief Compliance Officer, Owner, President
- CRD
- #1678571
- Ownership
- 75% or more
DAVID THOMAS GERDT
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- CRD
- #5927975
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,699,943 | $400,808 |
| Non-Discretionary | $3,309,119 | $3,309,119 |
| Total | $152,009,062 | $408,627 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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