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).
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Total Assets Under Management875MILLION
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Total Number of Accounts5,075ACCOUNTS
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Average Account Value$172,344
- 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)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.