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Chad Nathan Soukup

Jvl Wealth Strategies

Wyoming, MI

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Current Employers
Jvl Wealth Strategies

1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plante Moran Financial Advisors, Llc Grand Rapids MI 09/2007 01/2019
Jvl Associates, Llc Wyoming MI 01/2019 Present
  • 09/2007 → 01/2019
    Plante Moran Financial Advisors, Llc
    Grand Rapids, MI
  • 01/2019 → Present
    Jvl Associates, Llc
    Wyoming, MI
Previous Registrations
Designations

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
GLOBAL RETIREMENT PARTNERS LLC

Other Investors

SCOTT KENNETH POPE
Scott Allen Kline
SCOTT MATTHEW COUSINO
RYAN CHRISTOPHER WALDER
TIMOTHY CARLYLE WELLS
Nathaniel Dostal
BENTON JOHN MILLER
LUCAS JAMES BAGNALL

Other Offices

J.P. MORGAN SECURITIES LLC · WYOMING, MI
EDWARD JONES · WYOMING, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · GRAND RAPIDS, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Grand Rapids, MI
LPL FINANCIAL LLC · WYOMING, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · WYOMING, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · WYOMING, MI
PFS INVESTMENTS INC. · WYOMING, MI

More in Wyoming, MI

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