Mark Vandevelde

Wealth Advisor

We found the following information about Mark Vandevelde at Oak Partners Inc., where this person has worked as a Wealth Advisor since 2015. Mark's total work experience is over 15 years, during which time they had at least five jobs at different companies to develop skills. Mark studied at the Ball State University from 1996 to 2000. This person received the following certifications: Certified Financial Planner™, Accredited Investment Fiduciary®, and Certified Financial Planner Board of Standards, Inc. Mark currently is located in Auburn, Indiana. You can contact with Mark by looking for phone or email or find full information by requesting access to Mark's further details from us.
Name variants:
Marc Vandevelde, Marcus Vandevelde, Markus Vandevelde, Marquis Vandevelde, Mark Vandevelde
Last updated Jun 06, 2024

Contact Information

Last Update
Jul 10, 2022
Email
ma**@heftywealth.com
Location
Auburn, IN

Workplace

Oak Partners Inc.
Wealth Advisor

Crown Point, IN

Industry

Financial Services

Work History

Wealth Advisor

55 west 94Th Pl, Crown Point, IN 46307
Oak Partners, Inc. was founded in 1993 and currently has offices in Crown Point & Valparaiso IN, Cincinnati, OH, and Naples, FL. We serve clients all across the United States. Our objective ...
from Mar 2015

Wealth Partner

112 east 7Th St, Auburn, IN 46706
Partnership 11-50 employees Financial Services industry
Feb 2011 — Feb 2015

Financial Advisor

270 Park Ave, New York, NY 10010
Public Company 10,001+ employees JPM Financial Services industry
Jul 2004 — Jan 2011

Financial Advisor

New York, NY
Public Company 10,001+ employees BAC Financial Services industry
2003 — 2004

Financial Services Representative

40 Wall Street Ct, New York, NY 10005
Privately Held 1001-5000 employees Financial Services industry
2000 — 2003

Occupations

Advisor
Executive
Partner
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Wealth Management
Securities
Financial Planning
Retirement Planning
Investments
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