Jordan Rummel, financial advisor Portage MI

Jordan Rummel

CRD Number: 6587802
Current Firm: Lvm Capital Management Ltd

Jordan Rummel (CRD# 6587802) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 11 years of experience in the finance industry. Jordan Rummel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lvm Capital Managment Portage, MI Apr 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Jordan J. Rummel
Phone Number: 269-321-8120
Registered State(s):
  • FL
  • IL
  • MI
By the Numbers
  • Total Assets Under Management
    975
    MILLIONS
  • Total Number of Accounts
    1,135
    ACCOUNTS
  • Average Account Value
    $858,672
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, FL, IL, MA, MD, MI, MN, MO, NC, NE, OH, TN, TX

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