Allen Van De Kreeke
B.A. Roberts Financial Services · Marquette, Michigan
Allen Van De Kreeke is a fee-only financial advisor at B.A. Roberts Financial Services in Marquette, Michigan. B.A. Roberts Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | B.A. Roberts Financial Services |
|---|---|
| Based in | Marquette, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $373.9M across 1,583 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7843522 |
| Exams passed | Series 65 (2024) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | baroberts.com |
How Allen's firm compares
- B.A. Roberts Financial Services's average account is about $236,000, from its Form ADV (assets managed divided by 1,583 accounts).
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Questions about Allen
Is Allen Van De Kreeke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and B.A. Roberts Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allen charge for financial advice?
Allen's firm, B.A. Roberts Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allen Van De Kreeke based?
Allen Van De Kreeke is based in Marquette, Michigan.
Is Allen Van De Kreeke registered with the SEC?
Yes. Allen Van De Kreeke is registered as an investment adviser representative in MI (CRD 7843522), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does B.A. Roberts Financial Services manage?
B.A. Roberts Financial Services reports $373.9M across 1,583 accounts in assets under management.
How do I contact Allen Van De Kreeke?
Through Allen's website, baroberts.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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