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SL

Spencer Lademan

KROON & MITCHELL ASSET MANAGEMENT
GRAND RAPIDS, MI 49503
Some features on this profile are disabled
CRD#: 6806633
SL
Spencer LademanKROON & MITCHELL ASSET MANAGEMENT

Professional summary

Spencer Lademan, who also goes by Spencer Garrett Lademan, is a registered financial advisor currently at KROON & MITCHELL ASSET MANAGEMENT LLC located in Grand Rapids, Michigan.

Spencer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Spencer has worked at 5 firms and has passed the Series 66, Series 52TO, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Spencer Garrett Lademan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spencer Lademan'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®
None

Experience

Current

July 21, 2026 - Present

KROON & MITCHELL ASSET MANAGEMENT LLC

Office #1: 29 Pearl Street Nw Ste 400, Grand Rapids, MI 49503
RIA
CRD#: 168120
GRAND RAPIDS, MI
Past

January 16, 2020 - July 17, 2026

REGAL INVESTMENT ADVISORS LLC

RIA
CRD#: 125004
KENTWOOD, MI
Past

January 16, 2020 - July 17, 2026

REGULUS FINANCIAL GROUP, LLC

BD
CRD#: 150631
KENTWOOD, MI
Past

April 9, 2019 - January 17, 2020

W&S BROKERAGE SERVICES, INC.

RIA
CRD#: 8099
GRAND RAPIDS, MI
Past

April 9, 2019 - January 17, 2020

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
GRAND RAPIDS, MI
Past

September 20, 2017 - July 25, 2018

EDWARD JONES

RIA
CRD#: 250
GREENVILLE, NC
Past

August 1, 2017 - July 25, 2018

EDWARD JONES

BD
CRD#: 250
GREENVILLE, NC

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".
K&
KROON & MITCHELL ASSET MANAGEMENT LLC
KROON & MITCHELL ASSET MANAGEMENT LLC

CRD#: 168120 / SEC#: 801-125974

RIA
Registered Investment Advisory firm - (6/28/2022 Approved)
Georgia
Registered Investment Advisory firm - (7/26/2022 Terminated)
Michigan
Registered Investment Advisory firm - (7/26/2022 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
Michigan
(7/21/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/18/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 7/15/2024
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/25/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/1/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/2/2021
General Securities Principal Examination

Current Firm

K&
KROON & MITCHELL ASSET MANAGEMENT LLC
KROON & MITCHELL ASSET MANAGEMENT LLC

CRD#: 168120 / SEC#: 801-125974

RIA
Registered Investment Advisory firm - (6/28/2022 Approved)
Georgia
Registered Investment Advisory firm - (7/26/2022 Terminated)
Michigan
Registered Investment Advisory firm - (7/26/2022 Terminated)
Loading...

Contact information

Main Address
29 Pearl Street Nw Ste 400, Grand Rapids, MI 49503
Mailing Address
Phone number
(616) 356-2002
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - KROON & MITCHELL ASSET MANAGEMENT, LLC. (2/25/2025)

Regulatory assets under management

Total Number of Accounts753
AUM (Assets Under Management)$ 192,662,915

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.

Company Information

KROON & MITCHELL ASSET MANAGEMENT LLC

CRD#: 168120Grand Rapids, MI 49503

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