Jonathan Haverdink (CRD# 7717108) is an Investment Advisor Representative working at Haverdink Financial Management, LLC in Portage, MI and has 1 year of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Haverdink Financial Management, LLC | Portage, MI | Dec 2023 - Current | < 1 |
| Full Time College Student | Hillsdale, MI | Aug 2019 - Dec 2023 | 4 |
| The Northwestern Mutual Life Insurance Company | Grand Rapids, MI | May 2023 - Jun 2023 | < 1 |
| John A. Wolfe & Associates, Inc. | Portage, MI | May 2022 - Aug 2022 | < 1 |
| Haverdink Financial Management, LLC | Portage, MI | May 2021 - Aug 2021 | < 1 |
| Haverdink Financial Management, LLC | Portage, MI | May 2020 - Aug 2020 | < 1 |
| Haverdink Financial Management, LLC | Portage, MI | Jun 2019 - Aug 2019 | < 1 |
| Full-time Student | Schoolcraft, MI | Feb 2014 - Jun 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- MI
-
Total Assets Under Management171MILLIONS
-
Total Number of Accounts472ACCOUNTS
-
Average Account Value$362,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
MI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.