Spencer Lademan
Investment Adviser Representative at Kroon & Mitchell Asset Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Spencer Lademan is an investment adviser representative with Kroon & Mitchell Asset Management LLC in Grand Rapids, MI, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Regal Investment Advisors LLC and W&s Brokerage Services, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Michigan.
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:
- Michigan
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.
- Edward JonesJun 2017 – Jul 2018St Louis, MO
- Grand Valley State UniversityAug 2013 – Jun 2017Allendale, MI
- W&s Brokerage ServicesApr 2019 – Jan 2020Cincinnati, OH
- Western & Southern LIFEMar 2019 – Jan 2020Grand Rapids, MI
- UnemployedAug 2018 – Mar 2019Greenville, NC
- Regal Holdings, LLCJan 2020 – Jul 2026Kentwood, MI
- Kroon & Mitchell Asset Management LLCJul 2026 – no end date reportedGrand Rapids, MI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kroon & Mitchell Asset Management 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
- $500,000 (waivable)
- First $500,0000.90%
- $500,001 - $1,000,0000.80%
- $1,000,001 - $2,000,0000.70%
- $2,000,001 - $15,000,0000.60%
+1 more tiers on the firm profile
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
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:
- Grand Rapids, MI
- SEC file number:
- 801-125974
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 28, 2026
View full firm profileOther advisors at Kroon & Mitchell Asset Management LLC
3 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Spencer Lademan 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.
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