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Financial ADVSR advisor directory · SEC adviser records

Lvm Capital Management Ltd. financial advisors in Portage, MI

Every SEC-registered investment adviser representative at a Lvm Capital Management Ltd. office in Portage, A to Z.

The short answer

6 registered advisors work at Lvm Capital Management Ltd. in Portage, out of 6 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Lvm Capital Management Ltd. advisors in Portage, A to Z

Every Lvm Capital Management Ltd. advisor →

Lvm Capital Management Ltd. advisors in every city and state →Lvm Capital Management Ltd.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Portage

All Portage advisors →

Zhang Financial 19Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Edward Jones 6LPL Financial LLC 6626 Financial, LLC 5

Questions

How many financial advisors does Lvm Capital Management Ltd. have in Portage?

6 investment adviser representatives are registered at Lvm Capital Management Ltd. offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Lvm Capital Management Ltd. one of the largest advisor employers in Portage?

Lvm Capital Management Ltd. ranks number 12 in Portage by registered advisors; Zhang Financial has the most, with 19.

How do I check a Lvm Capital Management Ltd. advisor in Portage?

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 Lvm Capital Management Ltd. 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.