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240 South River Avenue, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-12-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lvz, Inc. | Holland | MI | 09/2009 | Present |
| Next Financial Group Inc | Holland | MI | 03/2010 | 12/2016 |
| Harbour Investments, Inc | Madison | WI | 12/2018 | 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-17 |
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