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240 South River Avenue, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2012-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lvz, Inc. | Holland | MI | 06/2007 | Present |
| Next Financial Group Inc | Holland | MI | 11/2007 | 03/2017 |
| Harbour Investments, Inc | Madison | WI | 03/2017 | Present |
1) LVZ Financial Planning - DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) LVZ Properties, LLC | 240 S. River Avenue, Holland, MI 49423 | Owner | Description: Real management of the LVZ building | Beginning 1/2012 | 2 hours per month, 1 during trading hours | Unpaid | Not investment related 4) LVZ Consulting | 240 S. River Avenue, Holland, MI 49423 | Owner | Description: Management, administration, tax preparation and clerical work for LVZ, Inc. | Beginning 1/2012 | 15 hours per month, 10 during trading hours | Paid position | Investment related 5) BVZ Pentwater, LLC | 240 S. River Avenue, Holland, MI 49423 | Owner | Description: Real estate rental | Beginning 8/2023 | 1 hour per month, 1 during trading hours | Unpaid | Not investment related 6) Resthaven | 948 Washington Avenue, Holland, MI 49423 | Member of the Investment Committee | Description: Management and administration of the organization | Beginning 6/2025 | 8 hours per month, 4 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-06 |
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