Spencer Lademan

Employer firm

Kroon & Mitchell Asset Management LLC CRD 168120

$221M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2017 → 07/2018
  Edward Jones
  St Louis, MO
• 08/2013 → 06/2017
  Grand Valley State University
  Allendale, MI
• 04/2019 → 01/2020
  W&S Brokerage Services
  Cincinnati, OH
• 03/2019 → 01/2020
  Western & Southern Life
  Grand Rapids, MI
• 08/2018 → 03/2019
  Unemployed
  Greenville, NC
• 01/2020 → 07/2026
  Regal Holdings, Llc
  Kentwood, MI
• 07/2026 → Present
  Kroon & Mitchell Asset Management Llc
  Grand Rapids, MI

Previous Registrations

• 2020-01-16 → 2026-07-17
  Regal Investment Advisors Llc
  Kentwood, MI
• 2019-04-09 → 2020-01-17
  W&S Brokerage Services, Inc.
  Grand Rapids, MI
• 2017-09-20 → 2018-07-25
  Edward Jones
  Howell, MI
  St Louis, MO
  Greenville, NC
  Maryland Heights, MO

Other Businesses

INSURANCE LICENSED; INVESTMENT RELATED; GRAND RAPIDS, MI; SALES OF INSURANCE PRODUCTS; 3/2019; 0 HRS/WK; RESIDENT PRODUCER LICENSE FOR LIFE, ACCIDENT & HEALTH

Exams

• S66 Uniform Combined State Law Examination
  2017-09-18

Other Names

• Spencer Lademan
• Spencer Garrett Lademan