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

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About Steve

Steve is responsible for trading securities, portfolio analysis, and security analysis. He also spends much of his time focusing on special projects related to both the financial planning and investment management subsets of LVZ. Steve holds his FINRA series 66 license.

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(616) 394-4994
steve@lvzinc.com

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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.

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

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