Joel Harding Van Buren

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 09/2021 → 07/2025
  Exchange Capital Management Inc
  Ann Arbor, MI
• 06/2020 → 05/2021
  Shotwell Rutter Baer Financial Planners
  Lansing, MI
• 09/2018 → 02/2021
  Michigan State University Office For Survey Research
  East Lansing, MI
• 06/2015 → 08/2019
  Byrum Ace Hardware
  Charlotte, MI
• 08/2017 → 08/2021
  Michigan State University
  East Lansing, MI
• 08/2011 → 05/2017
  Student
  Charlotte, MI
• 07/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2021-10-04 → 2025-09-15
  Exchange Capital Management Inc
  Ann Arbor, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-04

Designations

• Certified Financial Planner