VAN Leeuwen Retirement & Investment Services
SEC RegisteredTransition Into Your Golden Years With Confidence
About the firm
Van Leeuwen Retirement & Investment Services operates as Investment Adviser Representatives with LPL Financial, a registered investment adviser, helping clients define long-term investment objectives and build personalized investment portfolios. The firm was established to provide ongoing professional advice to investors on a fee basis, allowing portfolio management without commissions on each transaction.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-based asset management, retirement planning, personalized investment portfolio construction, income planning, tax liability mitigation, estate planning communication, 401(k) and IRA planning, and ongoing professional financial advice.
Who they serve
Investors transitioning into retirement, including individuals seeking to maximize 401(k), IRAs, and pensions, as well as employees of companies such as Kentucky Farm Bureau, Sherwin Williams, and Toyota.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 527 | $191M |
| High Net Worth Individuals | 173 | $358M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 4 | $10M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VAN Leeuwen Retirement & Investment Services 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 the SEC or FINRA websites before making any decision.
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.
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