Mark William Vandenburg Jr
Investment Adviser Representative at Prepared Retirement Institute LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mark William Vandenburg Jr. is an investment adviser representative with Prepared Retirement Institute LLC in Montgomeryville, PA, where they have been registered since 2024. They have worked in the securities industry since 2013 and were previously registered with Vanguard Advisers, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Pennsylvania and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- THE Vanguard Group, Inc.Sep 2013 – Apr 2024Malvern, PA
- Prepared Retirement Institute LLCApr 2024 – no end date reportedLansdale, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Prepared Retirement Institute LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $100,000 (waivable)
- First $1,000,0001.50%
- Above $1,000,0001.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive wealth management including investment strategies, tax optimization, estate planning, risk management, and financial planning. Services also include ongoing financial education and white glove concierge-level relationship management.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Montgomeryville, PA
- SEC file number:
- 801-122432
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 1, 2026
View full firm profileOther advisors at Prepared Retirement Institute LLC
3 other advisors in the directory
Similar advisors in Montgomeryville, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark William Vandenburg Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched