Eric
Sale

Lvz, Inc

CRD#5720093
Investment Advisor
in Holland, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eric Sale is a chartered financial consultant who works in Holland, Michigan who has 5 years of relevant experience. Sale is an advisor for Lvz, Inc. Their career trajectory has included roles at Lvz, Inc, Next Financial Group Inc and Harbour Investments, Inc. Sale has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Lvz, Inc is a financial advisory business based in Holland, MI. The firm has offices in 10 locations and a total of 21 advisors. It oversees $808 million in total assets across its 5,192 client accounts, making it one of the larger firms in the nation by assets under management. Of its 5,192 customer accounts, just 5% are associated with high-net-worth investors who have more than $1 million in assets. Lvz, Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on the financial services provided. Fee types billed by Lvz, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

240 S. River Avenue
Holland, MI 49423

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lvz, Inc Brokerage Details

Total Assets Under Management

$808,429,000

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

21

MI Average: 21
Total Number of Accounts

5,192

MI Average: 1,586
Average Account Size

$155,707

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Eric Sale Work History

Eric has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Harbour Investments, Inc

2009 - Present (15 years)

Lvz, Inc

2010 - 2016 (6 years)

Next Financial Group Inc

*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 Eric Sale 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 Lvz, Inc

Mark Vandermeer
Holland, MI
Zachary Phillips
Clarkesville, GA
Joseph Bartmess
Wildwood, MO
Peter Ruther
Holland, MI
Matthew Bostwick
Belleair, FL
Nathan Wood
Grand Rapids, MI
Eric Sale
Holland, MI
Michael Hodgson
Rock Hill, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started