Lvz, Inc.

Lvz, Inc. (CRD# 124228) is a financial advisory firm headquartered in Holland, MI. They manage $874,644,000 in 5,075 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    875
    MILLION
  • Total Number of Accounts
    5,075
    ACCOUNTS
  • Average Account Value
    $172,344
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.

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

Financial Advisors at Lvz, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Joseph P. Bartmess
CRD#: 2073071
Wildwood, MO

Joseph Bartmess (CRD# 2073071) is an Investment Advisor Representative working at Lvz, Inc. in Wildwood, MO and has over 33 years of experience in the finance industry.

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

Nathan Baumann (CRD# 5409584) is an Investment Advisor Representative working at Lvz, Inc. in Holland, MI and has over 15 years of experience in the finance industry.

3
Matthew J. Bostwick
CRD#: 6268939
Belleair Beach, FL

Matthew Bostwick (CRD# 6268939) is an Investment Advisor Representative working at Lvz, Inc. in Belleair Beach, FL and has over 7 years of experience in the finance industry.

4
Julie M. Devisser
CRD#: 4562984
240 S. River Avenue, Holland, MI 49423

Julie Devisser (CRD# 4562984) is an Investment Advisor Representative working at Lvz, Inc. in Holland, MI and has over 21 years of experience in the finance industry.

5
Michael D. Hodgson
CRD#: 4648088
Rock Hill, NY

Michael Hodgson (CRD# 4648088) is an Investment Advisor Representative working at Lvz, Inc. in Rock Hill, NY and has over 16 years of experience in the finance industry.

6
Ted L. Phillips
CRD#: 1365032
505 Corporate Center Drive Ste 110, Stockbridge, GA 30281

Ted Phillips (CRD# 1365032) is an Investment Advisor Representative working at Lvz, Inc. in Stockbridge, GA and has over 38 years of experience in the finance industry.

7
Zachary C. Phillips
CRD#: 6313404
138 East Water Street, Clarkesville, GA 30523

Zachary Phillips (CRD# 6313404) is an Investment Advisor Representative working at Lvz, Inc. in Clarkesville, GA and has over 8 years of experience in the finance industry.

8
Eric J. Sale
CRD#: 5720093
240 S. River Avenue, Holland, MI 49423

Eric Sale (CRD# 5720093) is an Investment Advisor Representative working at Lvz, Inc. in Holland, MI and has over 13 years of experience in the finance industry.

9
Robert J. Stewart
CRD#: 4849485
219 S. 7th Street, Cordele, GA 31015

Robert Stewart (CRD# 4849485) is an Investment Advisor Representative working at Lvz, Inc. in Cordele, GA and has over 19 years of experience in the finance industry.

10
Ryan J. Vanderzwart
CRD#: 2621911
240 South River Avenue, Holland, MI 49423

Ryan Vanderzwart (CRD# 2621911) is an Investment Advisor Representative working at Lvz, Inc. in Holland, MI and has over 28 years of experience in the finance industry.

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