Marilyn Louise Vander Plaat

Employer firm

Wealth Creation Management Group LLC CRD 300539

$106M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1985 → Present
  Vander Plaat Memorial Home Llc
  Paramus, NJ
• 05/2006 → 03/2017
  Karen Wexler-Berry, Ph.D.
  Warwick, NY
• 06/2007 → 11/2016
  Invest Financial Corporation
  Tampa, FL
• 01/2019 → Present
  Wealth Creation Managment Group Llc
  Monroe, NY
• 09/2017 → Present
  Marilyn Vander Plaat, Sole Proprietor
  Monroe, NY
• 10/2017 → 07/2020
  United Planners' Financial Services Of America A Limited Partner
  Monroe, NY
• 04/2017 → 10/2017
  Invest Financial Corporation
  Tampa, FL
• 11/2016 → 10/2017
  Invest Financial Corporation
  Tampa, FL

Previous Registrations

• 2017-10-30 → 2020-08-05
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Monroe, NY
• 2017-04-06 → 2017-10-27
  Invest Financial Corporation
  Monroe, NY

Other Businesses

1.) VANDER PLAAT MEMORIAL HOME LLC - Bookkeeper - Funeral Home - Paramus, NJ - Since 05/1985 - NOT INVESTMENT RELATED 2.) MARILYN VANDER PLAAT INDEPENDENT INSURANCE - Agent - Non-Variable Insurance - Monroe, NY - Since 09/2017 - INVESTMENT RELATED 3.) 121 South Farview LLC; not investment related; 20 Hambleonian Rd. Chester, NY 10918; rental property; owner; start 3/2012; 1 hr/month; none during securities trading; residential rental property

Exams

• S66 Uniform Combined State Law Examination
  2017-04-04

Other Names

• Marilyn Louise Vanderplaat
• Marilyn Louise Wall