Michael David Hodgson

Employer firm

Lvz, Inc. CRD 124228

$1.13B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 07/2021
  Next Financial Group Inc
  Granville, OH
• 07/2021 → Present
  Lvz, Inc.
  Holland, MI

Previous Registrations

• 2009-03-11 → 2021-07-20
  Next Financial Group, Inc.
  Houston, TX
  Columbus, OH
  Belleair, FL
  Rock Hill, NY
• 2007-09-26 → 2009-03-04
  Advanced Planning Capital Corporation
  E. Setauket, NY

Other Businesses

1) SAFE HARBOR INVESTMENTS INC POSITION: President NATURE: Insurance- Fixed Life & Long Term Care INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/24/2009 ADDRESS: 4200 Regent Street, Suite 200, Columbus OH 43219 DESCRIPTION: President of S-Corp. Fixed insurance and long term care. 2) COASTLINE CAPITAL MANAGEMENT POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/05/2017 ADDRESS: 4200 Regent Street, Suite 200, Columbus OH 43219, United States DESCRIPTION: DBA offering security and investment advisory services. 3) Michael Hodgson; NATURE: INSURANCE; INVESTMENT RELATED: Yes; ADDRESS: 4200 Regent Street, Suite 200, Columbus OH 43219 POSITION: AGENT; NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/24/2009 DESCRIPTION: Fixed Insurance, Life Insurance and Fixed Index Annuities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-03-03
• S65 Uniform Investment Adviser Law Examination
  2007-09-19