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240 South River Avenue, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-02-26 |
| TX | RA | APPROVED | 2006-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Holland | MI | 01/2000 | 03/2017 |
| Lvz, Inc | Holland | MI | 05/1995 | Present |
| 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. VZ Castaway Corner LLC | 7831 Byron Depot Dr. SW, Byron Center MI 49315 | Owner | Description: Real estate rental | Beginning 1/2004 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related 4. VZ Cozy Corner LLC | 7831 Byron Depot Dr. SW, Byron Center MI 49315 | Owner | Description: Real estate rental | Beginning 1/2004 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related 5. LVZ Properties, LLC | 240 South River Ave, Holland MI 49423 | Owner | Description: Real estate rental | Beginning 1/2009 | 3 hours per month, 0 during trading hours | Unpaid | Not investment related 6. LVZ Consulting | 240 South River Ave, Holland MI 49423 | Owner | Description: Administrative, Tax Preparation Services | Beginning 10/1994 | 15 hours per month, 10 during trading hours | Unpaid | Investment related 7. BVZ Pentwater, LLC | 240 South River Ave, Holland MI 49423 | Owner | Description: Real estate rental | Beginning 8/2023 | 1 hours per month, 1 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-07 |
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