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Advisors / California / Santa Rosa Valley
47yrs

Vernon Leroy Dransfeldt

Financial advisor at Equity Management Group

Santa Rosa Valley, CACFP®Top 1% by experience in CaliforniaFiduciary advisor
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At a glance

Experience47 years (since 1980)
How that compares ?Top 1% by experience in California
OfficeSanta Rosa Valley, CA
How the firm is paid ?Percent of assets
States licensed ?1 state

Services through Equity Management Group

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2017 – now
    Equity Management GroupCurrent firm

Questions to ask Vernon

Tailored to Vernon’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Vernon

How do I contact Vernon?

Call Equity Management Group at 805-491-3245 and ask for Vernon Leroy Dransfeldt. Vernon works from the Santa Rosa Valley, CA office.

How long has Vernon been a financial advisor?

Vernon has been in the industry since 1980, about 47 years. Top 1% by experience in California.

What licenses does Vernon hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Vernon a fiduciary?

Vernon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Vernon paid?

Equity Management Group reports being paid by a percentage of the assets they manage. Ask Vernon for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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