Clearview Investments

Clearview Investments (CRD# 143693) is a financial advisory firm headquartered in Jenison, MI. They manage $45,745,279 in 774 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1360 Baldwin St, Jenison, MI 49428
https://www.clearviewinvesting.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    774
    ACCOUNTS
  • Average Account Value
    $59,102
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Clearview Investments
Showing 1 - 6 of 6 top financial advisors.
1
Leonard Debraber, financial advisor Jenison MI
Leonard D. Debraber
CRD#: 4329156
1360 Baldwin St, Jenison, MI 49428

Leonard Debraber (CRD# 4329156) is an Investment Advisor Representative working at Clearview Investments in Jenison, MI and has over 23 years of experience in the finance industry.

2
Timothy Devries, financial advisor Jenison MI
Timothy J. Devries
CRD#: 4743562
1360 Baldwin St, Jenison, MI 49428

Timothy Devries (CRD# 4743562) is an Investment Advisor Representative working at Clearview Investments in Jenison, MI and has over 20 years of experience in the finance industry.

3
Karl Holzhueter, financial advisor Jenison MI
Karl G. Holzhueter
CRD#: 4743561
1360 Baldwin St, Jenison, MI 49428

Karl Holzhueter (CRD# 4743561) is an Investment Advisor Representative working at Clearview Investments in Jenison, MI and has over 19 years of experience in the finance industry.

4
Kurt Holzhueter, financial advisor Jenison MI
Kurt P. Holzhueter
CRD#: 5771075
1360 Baldwin St, Jenison, MI 49428

Kurt Holzhueter (CRD# 5771075) is an Investment Advisor Representative working at Clearview Investments in Jenison, MI and has over 16 years of experience in the finance industry.

5
Lori Holzhueter, financial advisor Jenison MI
Lori K. Holzhueter
CRD#: 5991486
1360 Baldwin St, Jenison, MI 49428

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.

6
Owen Scott, financial advisor Jenison MI
Owen C. Scott
CRD#: 7284097
1360 Baldwin St, Jenison, MI 49428

Owen Scott (CRD# 7284097) is an Investment Advisor Representative working at Clearview Investments in Jenison, MI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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