Nathan Baumann, financial advisor Holland MI
93 score

Nathan Baumann

CRD Number: 5409584
Current Firm: Lvz Advisors, Inc.

Nathan Baumann (CRD# 5409584) is an Investment Advisor Representative working at Lvz Advisors, Inc. in Holland, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Mar 2017 - Current 1
Lorence And Vanderzwart Holland, MI Jun 2007 - Current 10
Next Financial Group Inc. Holland, MI Nov 2007 - Mar 2017 9
Grand Valley State University Grand Rapids, MI Sep 2005 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Nathan L. Baumann
Phone Number: 616-394-4994
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    418
    MILLIONS
  • Total Number of Accounts
    2,945
    ACCOUNTS
  • Average Account Value
    $141,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NE, NY, OH, PA, RI, SC, TN, TX, VA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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