Lori Holzhueter (CRD# 5991486) is an Investment Advisor Representative working at Clearview Investments in Jenison, MI and has over 12 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearview Financial, LLC | Jenison, MI | Oct 2011 - Current | 12 |
| Hardt Insurance | South Haven, MI | Jul 2008 - Current | 15 |
| Hbw Insurance | Simi Valley, CA | Jul 2007 - Current | 16 |
| Clearview Insurance | Jenison, MI | Jul 2007 - Current | 16 |
| Metro Hospital | Grand Rapids, MI | Jul 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
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Total Assets Under Management46MILLIONS
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Total Number of Accounts774ACCOUNTS
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Average Account Value$59,102
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MI
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