240 SOUTH RIVER AVENUE
HOLLAND, MICHIGAN 49423
P 616-394-4994
E HELLO@LVZADVISORS.COM

Are you a financial advisor?

Looking for the LVZ Advisors page? Click here.

We’re glad you’re here.

For us to better serve your needs, tell us whether you’re a:

  • OR
About Julie

Julie earned her bachelor’s degree in finance from Davenport University in 2002 and achieved the Investment Adviser Certified Compliance Professional (IACCP®) designation in 2015.  As the Compliance Manager, Julie is responsible for overseeing the behind-the-scenes work that goes into processing business for our clients and the managing of client records.

Get In Touch

(616) 394-4994
julie@lvzinc.com

< Amy Van Brocklin'S BIO
RETURN TO TEAM GRID
Eric Sale'S BIO >

Would you like to schedule
an initial consultation meeting?

Find Out How

No matter where you’re at in life — we’re here to help.

OFFICE

HOLLAND
240 S River Ave,
Holland, MI 49423

OKEMOS
123 N Main St.,
Okemos, MI 12345

Get In Touch

616-394-4994
800-851-7214
hello@lvzinc.com

LVZ, Inc. © 2023. All Rights Reserved.

LEGAL DISCLOSURES

Ryan Vander Zwart is a  CERTIFIED FINANCIAL PLANNER™ professionals. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Eric Sale is a Chartered Financial Consultant® professional. The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Mark Vandermeer is a CIMA® professional. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of the CIMA and/or Certified Investment Management Analyst signifies the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

Teri VanDusen is a Financial Paraplanner Qualified Professional™. Financial Paraplanner Qualified Professional™ and FPQP® are trademarks or registered service marks of the College for Financial Planning®—a Kaplan Company, and are awarded to individuals who successfully complete the College’s initial and ongoing designation requirements.

Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ, Inc.

Securities are offered in Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Michigan, Missouri, New York, Ohio, Tennessee, Texas, Vermont, Virginia, and Wisconsin.

Insurance is offered in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Michigan, Missouri, New York, Ohio, Tennessee, Texas, Virginia, and Wisconsin.

LVZ, Inc. is committed to providing an accessible experience for all visitors to our website, including those with disabilities. If you experience difficulty in accessing the LVZ website, please contact us at 1-800-851-7214 or info@lvzinc.com.

LVZ, Inc. is doing business as LVZ Financial Planning.

For more information, see our disclosures page.

LVZ Privacy Policy

 

 


Return to Top