Mark A. Vanderpol

VANDERPOL INVESTMENTS L.L.C.

Caledonia, MI 49316

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CRD#: 6242445

Professional summary

Mark Adam Vanderpol, CFP® is a registered financial advisor currently at VANDERPOL INVESTMENTS L.L.C. located in Caledonia, Michigan.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Mark has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

MARK VANDERPOL IS THE MANAGING MEMBER OF CELESTIAL DIVIDE, AN INHERITANCE DIVISION ASSISTANCE SaaS LLC, AND A LICENSED HEALTH AND LIFE INSURANCE AGENT. THE INSURANCE LICENSE IS FOR ADVISING PURPOSES ONLY AND MARK VANDERPOL DOES NOT SELL INSURANCE PRODCUTS AND RECEIVE COMPENSATION FROM THE SALE OF INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Adam Vanderpol's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2016

Experience

Current

December 12, 2013 - Present

VANDERPOL INVESTMENTS L.L.C.

Office #1: 1723 68th St. Se Suite B, Caledonia, MI 49316

RIA

CRD#: 168174

Caledonia, MI

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".

VANDERPOL INVESTMENTS L.L.C.

CRD#: 168174 / SEC#: 801-127704

RIA

Registered Investment Advisory firm - (4/20/2023 Approved)

Michigan

Registered Investment Advisory firm - (6/23/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(12/12/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/22/2013

Uniform Investment Adviser Law Examination

Current Firm

VANDERPOL INVESTMENTS L.L.C.

CRD#: 168174 / SEC#: 801-127704

RIA

Registered Investment Advisory firm - (4/20/2023 Approved)

Michigan

Registered Investment Advisory firm - (6/23/2023 Terminated)

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Contact information

Main Address

1723 68th St. Se Suite B, Caledonia, MI 49316

Mailing Address

Phone number

(616) 723-2637

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (5/23/2025)

Regulatory assets under management

Total Number of Accounts	543
AUM (Assets Under Management)	$ 108,235,157

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mark A. Vanderpol

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Adam Vanderpol's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANDERPOL INVESTMENTS L.L.C.

Primary Firm SEC Registration

VANDERPOL INVESTMENTS L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2013

Current Firm

VANDERPOL INVESTMENTS L.L.C.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VANDERPOL INVESTMENTS L.L.C.

TRUST BUT VERIFY

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