Craig
Vander Molen

Lvm Capital Management LTD

CRD#1752875
Investment Advisor
in Portage, MI

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About this Advisor

Craig Vander Molen is a chartered financial analyst working out of Portage, Michigan with a total of 13 years of relevant experience. Vander Molen is on the advisory team at Lvm Capital Management LTD. They have spent the entirety of their employment at Lvm Capital Management Ltd. Vander Molen holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California, Florida, Illinois, Michigan, Nebraska, New York and Ohio. Lvm Capital Management LTD is a registered investment business based out of Portage, MI. It has a total of 13 advisors. It administers $999 million in total assets across its 1,368 accounts, placing it among the larger firms in the nation by assets under management. The firm provides financial advisory services to 58 charities and foundations. Of its 1,368 accounts, 96% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules usually depend on which service is offered. However, fees billed by Lvm Capital Management LTD can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7840 Moorsbridge Road
Portage, MI 49024

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Lvm Capital Management LTD Brokerage Details

Total Assets Under Management

$998,663,335

MI Average: $943,424,332
Total Number of Employees

13

MI Average: 21
Total Number of Accounts

1,368

MI Average: 1,586
Average Account Size

$730,017

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Craig Vander Molen Work History

Craig has been registered as a financial advisor for 13 years.*

1988 - Present (36 years)

Lvm Capital Management, LTD

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Craig Vander Molen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lvm Capital Management LTD

Jordan Rummel
Portage, MI
Tyler Alvord
Portage, MI
Charles Prudhomme
Portage, MI
David Cleveland
Portage, MI
Lawrence Harrison
Portage, MI
Craig Vander Molen
Portage, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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