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President, Chief Compliance Officer, and Trustee of the Kevin and Laura Haverdink Revocable Trust · Haverdink Financial Management, LLC

Kevin D. Haverdink

CRD 2832505 · Named on Form ADV at one SEC-registered adviser

At a glance

Haverdink Financial Management, LLC, an SEC-registered wealth manager based in Portage, MI with $220 million in regulatory assets, lists Kevin D. Haverdink on its Form ADV as President, Chief Compliance Officer, and Trustee of the Kevin and Laura Haverdink Revocable Trust, a control person.

Firms and roles

  • Haverdink Financial Management, LLCPresident, Chief Compliance Officer, and Trustee of the Kevin and Laura Haverdink Revocable TrustWealth manager · Portage, MI · $220M in regulatory assets

AtlasMembers

Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Laura L. HaverdinkVP, Secty, Treasurer and Trustee of the Kevin and Laura Haverdink Revocable Trust, Haverdink Financial Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.