Lvz Advisors, Inc.

Lvz Advisors, Inc. (CRD# 124228) is a financial advisory firm headquartered in Holland, MI. They manage $417,634,000 in 2,945 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    418
    MILLION
  • Total Number of Accounts
    2,945
    ACCOUNTS
  • Average Account Value
    $141,811
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NE, NY, OH, PA, RI, SC, TN, TX, VA, WI

Financial Advisors at Lvz Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Ryan J. Vanderzwart
CRD#: 2621911
240 South River Avenue, Holland, MI 49423
96
Wealthminder
score

Ryan Vanderzwart (CRD# 2621911) is an Investment Advisor Representative working at Lvz Advisors, Inc. in Holland, MI and has over 23 years of experience in the finance industry. Ryan Vanderzwart 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.

2
Nathan L. Baumann
CRD#: 5409584
240 South River Avenue, Holland, MI 49423
93
Wealthminder
score

Nathan Baumann (CRD# 5409584) is an Investment Advisor Representative working at Lvz Advisors, Inc. in Holland, MI and has over 9 years of experience in the finance industry.

3
Julie M. Devisser
CRD#: 4562984
240 S. River Avenue, Holland, MI 49423
93
Wealthminder
score

Julie Devisser (CRD# 4562984) is an Investment Advisor Representative working at Lvz Advisors, Inc. in Holland, MI and has over 15 years of experience in the finance industry.

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