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).
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Total Assets Under Management432MILLION
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Total Number of Accounts639ACCOUNTS
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Average Account Value$675,644
- 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
- Selection of other advisers (including private fund managers)
MI
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.
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.
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.
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.