Jvl Wealth Strategies

Jvl Wealth Strategies (CRD# 124018) is a financial advisory firm headquartered in Wyoming, MI. They manage $431,736,565 in 639 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    432
    MILLION
  • Total Number of Accounts
    639
    ACCOUNTS
  • Average Account Value
    $675,644
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Jvl Wealth Strategies
Showing 1 - 4 of 4 top financial advisors.
1
Matthew J. Kunnen
CRD#: 5680816
1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519

Matthew Kunnen (CRD# 5680816) is an Investment Advisor Representative working at Jvl Wealth Strategies in Wyoming, MI and has over 14 years of experience in the finance industry.

2
Chad N. Soukup
CRD#: 5805699
1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519

Chad Soukup (CRD# 5805699) is an Investment Advisor Representative working at Jvl Associates, LLC in Wyoming, MI and has 12 years of experience in the finance industry. Chad Soukup 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 putclients' interests first and comply with the Financial Planning Practice Standards.

3
Gerald R. Vanderlugt
CRD#: 4614339
1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519

Gerald Vanderlugt (CRD# 4614339) is an Investment Advisor Representative working at Jvl Wealth Strategies in Wyoming, MI and has 1 year of experience in the finance industry.

4
Benjamin A. Schon
CRD#: 7631691
1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519

Benjamin Schon (CRD# 7631691) is an Investment Advisor Representative working at Jvl Wealth Strategies in Wyoming, MI and has 1 year of experience in the finance industry.

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