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Adviser and broker representative · Lvz, Inc.

Eric J. Sale

CRD 5720093 · Holland, MI

At a glance

Eric J. Sale is an investment adviser representative with Lvz, Inc. in Holland, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Eric’s SEC record dates to 2012, about 14 years ago. Eric is also registered as a broker representative. Designations on file: Chartered Financial Consultant.

Current advisory firm

  • Lvz, Inc.Since December 2018Holland, MI · $1.1B in regulatory assets

SEC adviser record

Registered since
2012 (14 years)
Designations
Chartered Financial Consultant
Exams
Series 66
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Eric’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Lvz, Inc.

Every advisor at Lvz, Inc. →Lvz, Inc.: assets, clients and custodians →Financial advisors in Holland, MI →Every Lvz, Inc. advisor in Holland →Advisor Moves: who changed firms this week →