Lvm Capital Management Ltd
Lvm Capital Management Ltd (CRD# 111039) is a financial advisory firm headquartered in Portage, MI. They manage $974,592,169 in 1,135 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management975MILLION
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Total Number of Accounts1,135ACCOUNTS
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Average Account Value$858,672
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, MA, MD, MI, MN, MO, NC, NE, OH, TN, TX
Tyler Alvord (CRD# 5768463) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 13 years of experience in the finance industry.
David Cleveland (CRD# 4389005) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has 1 year of experience in the finance industry.
Lawrence Harrison (CRD# 4388995) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has 1 year of experience in the finance industry.
Charles Prudhomme (CRD# 3180275) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 25 years of experience in the finance industry. Charles Prudhomme 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.
Jordan Rummel (CRD# 6587802) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 11 years of experience in the finance industry. Jordan Rummel 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.
Craig Vander Molen (CRD# 1752875) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 36 years of experience in the finance industry.