Haverdink Financial Management, LLC

Haverdink Financial Management, LLC (CRD# 131236) is a financial advisory firm headquartered in Portage, MI. They manage $171,296,000 in 472 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
440 W. Centre Avenue, Suite 5, Portage, MI 49024
https://www.linkedin.com/in/kevin-haverdink-32aa86b
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $362,915
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Haverdink Financial Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Haverdink, financial advisor Portage MI
Kevin D. Haverdink
CRD#: 2832505
440 W. Centre Avenue, Suite 5, Portage, MI 49024

Kevin Haverdink (CRD# 2832505) is an Investment Advisor Representative working at Haverdink Financial Management, LLC in Portage, MI and has over 23 years of experience in the finance industry.

2
Jonathan Haverdink, financial advisor Portage MI
Jonathan G. Haverdink
CRD#: 7717108
440 W. Centre Avenue, Suite 5, Portage, MI 49024

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.

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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