Last Updated: September 2025 — Frankenmuth, MI
Here’s what you need to know about Frankenmuth, MI, stockbroker Mark A. VanVoorhees:
- Name: Mark Alan VanVoorhees.
- Current Employer: Belpointe Asset Management, LLC — Investment Adviser Representative (since Jan. 2019), Reno, NV.
- Prior Firms: Berthel, Fisher & Company Financial Services, Inc. (2011–2018); American Portfolios Financial Services, Inc. (2010–2011); SagePoint Financial, Inc. (2007–2010); Lincoln Financial Advisors Corp. (1996–1997; 1998–2007); The Lincoln National Life Insurance Company (1996–1997; 1998–2006); FB Equity Sales Corp. of Michigan (1997–1998); Allmerica Investments, Inc. (1995–1996).
- Other Business Affiliations: VanVoorhees Real Estate Services, Inc. (President/Broker; real estate brokerage & appraisals); Various universities (adjunct professor of personal financial planning since 2012); Voortex Designs, LLC (event planning & design); Voortex Productions, LLC / Voortex Jazz & Blues (band/orchestra performer); Crest Risk Management, LLC (investment-related; Head of Sales – life & health insurance); Ignite the Arts Foundation (board member).
- CRD number: 2556390.
- Stockbroker / Financial Advisor: Formerly a registered broker; currently an investment adviser representative.
- Can Broker be Sued in FINRA: Yes
- Current Customer Dispute Seeks Total Damages of: Not yet specified in the Statement of Claim
If you’ve sustained damages from Mr. VanVoorhees, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Mark A. VanVoorhees As Your Stockbroker?
A FINRA arbitration was filed in July 2025 (FINRA Case No. 25-01544) naming Berthel, Fisher & Company Financial Services, Inc. . The claim alleges unsuitable recommendations, over-concentration in an oil & gas private placements (Direct Investment – DPP & LP Interests), misrepresentations, and inducement to hold . The damage amount is not yet specified . The matter is pending.
Other Investigations involving Oil and Gas Investments
Allegations of Broker Misconduct Against Mark A. VanVoorhees
- Unsuitable recommendations in oil & gas private placements (FINRA Rule 2111 – Suitability).
- Over-concentration of the customer’s account in a single product/sector
- Misrepresentation/omission of material facts
- Improper “hold” recommendation (recommendations to hold can be subject to the same suitability standards under Rule 2111).
Alternative Investments: These are assets that are not stocks, bonds or cash. Alternative investments generally fall within five categories: hedge funds, private capital, natural resources (oil and gas, energy), real estate (REITs) and infrastructure. They are typically less liquid that conventional investments, less regulated with higher fees and generally higher risk. For more investigations involving Alternative Investments, see this.
Recover Your Investment Losses Now With Rex Securities Law
Investigations of Berthel Fisher brokers
If you have suffered investment losses in an account handled by Mark A. VanVoorhees, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.