Financial ADVSR advisor directory · SEC adviser records
Lvz, Inc. financial advisors in Holland, MI
Every SEC-registered investment adviser representative at a Lvz, Inc. office in Holland, A to Z.
The short answer
6 registered advisors work at Lvz, Inc. in Holland, out of 15 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Lvz, Inc. advisors in Holland, A to Z
Every Lvz, Inc. advisor →- Nathan L. BaumannCertified Financial Planner · Also a broker rep
- Joshua J. BergsmaInvestment adviser rep
- Joshua A. FrankenInvestment adviser rep
- William K. HerweyerInvestment adviser rep
- Eric J. SaleChartered Financial Consultant · Also a broker rep
- Ryan J. VanderzwartCertified Financial Planner · Also a broker rep
Lvz, Inc. advisors in every city and state →Lvz, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lvz, Inc. advisors in other cities
Friendswood, TX 2Grand Rapids, MI 2Belleair, FL 1Clarkesville, GA 1Cordele, GA 1Rock Hill, NY 1Wildwood, MO 1
Other firms in Holland
All Holland advisors →Advisory Alpha, LLC 37Edward Jones 28Captrust Wealth Advisors 18West Michigan Advisors 17Ameriprise Financial Services, LLC 11Wells Fargo Clearing Services, LLC 10Cetera Investment Advisers LLC 7LPL Financial LLC 7Db & C Advisors, LLC 6Fifth Third Securities, Inc. 5Raymond James & Associates, Inc. 5Stifel, Nicolaus & Company, Incorporated 5
Questions
How many financial advisors does Lvz, Inc. have in Holland?
6 investment adviser representatives are registered at Lvz, Inc. offices in Holland, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Lvz, Inc. one of the largest advisor employers in Holland?
Lvz, Inc. ranks number 10 in Holland by registered advisors; Advisory Alpha, LLC has the most, with 37.
How do I check a Lvz, Inc. advisor in Holland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lvz, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.