Marilyn Vander Plaat has been Investment Advisor Representative/Memberpartner/CIO/CFO of Wealth Creation Management Group since February 2019, is a control person of the firm and directly owns between 25% and 50% of it.
Wealth Creation Management Group LLC is a firm with $106M under management, 158 clients and 2 advisers in one office, as of its February 2026 filing.
Marilyn Vander Plaat is Partner, CIO, CFO of Wealth Creation Management Group. After working for a CPA for 5 years, she established her own client base, and began working with Joe Barreiro at Barreiro & Associates in 2006. In 2017, she became Joe's partner as the business transitioned into Wealth Creation Management Group.
Marilyn Vander Plaat’s longest registration is the current one, 7 years at Wealth Creation Management Group since 2019. Before joining Wealth Creation Management Group in 2019, Marilyn Vander Plaat was registered through United Planners' Financial Services of America A Limited Partner and Invest Financial Corporation.
- – present · 7 yearsMonroe, NY · Adviser representative · Firm CRD 300539
- United Planners' Financial Services of America A Limited Partner– · 2 yearsMonroe, NY · Adviser representative · Firm CRD 20804
- Invest Financial Corporation– · under a yearMonroe, NY · Adviser representative · Firm CRD 12984
Investment adviser representative registrations
Marilyn Vander Plaat is registered as an investment adviser representative in New Jersey, since March 2019.
- New JerseySince 15 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 April 2017 |
| Series 7 | General Securities Representative Examination | 1 November 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marilyn Louise Vander Plaat
- CRD
- 5245671
- Firm
- Wealth Creation Management Group · CRD 300539
- Role
- Investment Advisor Representative/Memberpartner/CIO/CFO
- Office
- Monroe, NY
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthcmg.com
Where does Marilyn Vander Plaat work?
Marilyn Vander Plaat has been Investment Advisor Representative/Memberpartner/CIO/CFO of Wealth Creation Management Group LLC since February 2019, and is a control person of the firm.
Is Marilyn Vander Plaat a financial advisor?
Yes. Marilyn Vander Plaat has a current investment-adviser registration in New Jersey, through Wealth Creation Management Group since March 2019.
How many years of experience does Marilyn Vander Plaat have?
Marilyn Vander Plaat has 9 years in the financial industry, since October 2016, across 3 adviser firms.
What exams has Marilyn Vander Plaat passed?
Marilyn Vander Plaat has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2016. FINRA credited Marilyn Vander Plaat with the SIE, which began in October 2018.
Where did Marilyn Vander Plaat work before Wealth Creation Management Group?
Before Wealth Creation Management Group, Marilyn Vander Plaat was registered through Invest Financial Corporation, April 2017 to October 2017.
Where is Marilyn Vander Plaat based?
Marilyn Vander Plaat’s registered office is in Monroe, NY.
Is Marilyn Vander Plaat registered with FINRA?
No. Marilyn Vander Plaat has no current broker registration.
How can I verify Marilyn Vander Plaat’s record?
Search CRD 5245671 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marilyn Vander Plaat’s full registration record.
