Mark D. Vanderhagen
WEALTH ADVISORS GROUP
Fort Wayne, IN 46845
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CRD#: 1634101
Professional summary
Mark David Vanderhagen, AIF®, CFP® is a registered financial advisor currently at WEALTH ADVISORS GROUP located in Fort Wayne, Indiana.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Mark has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. H.V.H., LLC. Not Investment Related. 12726 Coldwater Road, Fort Wayne, IN 46845. Real Estate Holding Company. Operating Member. 2000. 2 Hrs/Mo; 0 During Trading Hours. Property Management. 2. W.A.G. Tax Services. Not Investment Related. 12726 Coldwater Road, Fort Wayne, IN 46845. Tax Preparation. Member. 2014. 1 Hr/Mo; 0 During Trading Hours. Manage Tax Preparation Service. 3. MDV, LLC. Not Investment Related. 12726 Coldwater Road, Fort Wayne, IN 46845. Bookkeeping and Accounting Purposes for Business Expenses. Owner. 2000. 2 Hrs/Mo; 0 During Trading Hours. Accounting/Bookkeeping. 4. Watersong Office Park. Not Investment Related. 12726 Coldwater Road, Fort Wayne, IN 46845. Office Park Association Board. Board Member. 2015. 1 Hr/Mo; 0 During Trading Hours. Board Member Responsibilities Associated with Operating a Commercial Office Park. 5. Legatus International Fort Wayne Chapter, Not Investment Related and unpaid. 24 Frank Lloyd Wright Dr. Ste. L2800, Ann Arbor, MI 48105. Religious organization. Title: Treasurer of non-profit board with co-check writing authority. Start date: 01/2025. 2 Hrs/Mo; 0 During Trading Hours.
CRS (Client Relationship Summary) - RIA
Click below to view Mark David Vanderhagen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
August 31, 1999 - Present
WEALTH ADVISORS GROUP
Office #1: 12726 Coldwater Rd, Fort Wayne, IN 46845RIA
CRD#: 122050
Fort Wayne, IN
Past
August 25, 2017 - December 31, 2018
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Fort Wayne, IN
Past
October 12, 1994 - December 18, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT WAYNE, IN
Past
May 5, 1993 - September 13, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT WAYNE, IN
Past
September 12, 1991 - May 6, 1993
VP DISTRIBUTORS LLC
BD
CRD#: 3036
HARTFORD, CT
Past
July 22, 1987 - September 11, 1991
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTH ADVISORS GROUP
SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP
CRD#: 122050 / SEC#: 801-69787
RIA
Registered Investment Advisory firm - (1/2/2009 Approved)Indiana
Registered Investment Advisory firm - (2/12/2009 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(8/31/1999)
IAR
Texas(6/15/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WA
WEALTH ADVISORS GROUP
SECURITY FINANCIAL SERVICES, INC. | WEALTH ADVISORS GROUP | THE ADVISORS GROUP
CRD#: 122050 / SEC#: 801-69787
RIA
Registered Investment Advisory firm - (1/2/2009 Approved)Indiana
Registered Investment Advisory firm - (2/12/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12726 Coldwater Road, Fort Wayne, IN 46845
Mailing Address
Phone number
(260) 619-3100
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,848 |
| AUM (Assets Under Management) | $ 1,127,499,798 |
Red Flags
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Company Information
WEALTH ADVISORS GROUP
CRD#: 122050Fort Wayne, IN 46845TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
