Corey B. Vanderpoel
Professional summary
Corey Brede Vanderpoel is a registered financial professional currently at BURCH & COMPANY, INC located in Milwaukee, Wisconsin.
Corey is registered as a RR (Registered Representative) and started their career in finance in 2009. Corey has worked at 3 firms and has passed the Series 63, SIE, Series 79 and Series 82 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Corey Brede Vanderpoel's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2014 - Present
BURCH & COMPANY, INC
Office #1: 320 E Buffalo Street Suite 401, Milwaukee, WI 53202April 7, 2011 - June 13, 2013
BAKER TILLY CAPITAL, LLC
May 8, 2009 - June 22, 2011
MERTZ ASSOCIATES, INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/3/2025)
(10/8/2024)
(11/8/2022)
(1/31/2014)
Exams
FINRA
Current Firm
BURCH & COMPANY, INC
CRD#: 102280 / SEC#: , 8-52121
Contact information
FINRA licenses (51 States and Territories)
Documents
Disclosures
| Arbitration | 1 |
Red Flags
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Company Information
BURCH & COMPANY, INC
CRD#: 102280Milwaukee, WI 53202TRUST BUT VERIFY
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