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Portfolio Trading and Enrolled Agent
While working at Hope College, Mike decided to take an accounting class to learn how to manage his retirement accounts. One class led to another, and in May of 2015, he graduated from Hope College with a bachelor’s degree in accounting. Mike works in the trading and research department at LVZ Investment Management and spends tax season preparing returns for LVZ Financial Planning as an Agent enrolled to practice before the Internal Revenue Service.
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, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Michigan, Missouri, New York, Ohio, Tennessee, Texas, Vermont, Virginia, and Wisconsin.
Insurance is offered in Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Michigan, Missouri, New York, Ohio, Tennessee, Texas, and Virginia.
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 email@example.com.
LVZ, Inc. is doing business as LVZ Financial Planning.