Nathan
Baumann

Lvz, Inc

CRD#5409584
Investment Advisor
in Holland, MI

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About this Advisor

Nathan Baumann is a financial advisor who works out of Holland, Michigan, with a total of 11 years of industry experience. Baumann is an advisor for Lvz, Inc. During their career, Baumann has held roles at Next Financial Group Inc, Lvz, Inc and Harbour Investments, Inc. Baumann holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Lvz, Inc is a financial advisory business headquartered in Holland, MI. The company has offices in 10 locations and a total of 21 advisors. It handles $808 million in assets between its 5,192 client accounts, making it one of the larger firms in the nation by assets under management. Of its 5,192 accounts, just 5% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely depend on the services offered. Fee types billed by Lvz, Inc can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

11 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 South River Avenue
Holland, MI 49423

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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

Nathan Baumann Work History

Nathan has been registered as a financial advisor for 11 years.*

2017 - Present (7 years)

Harbour Investments, Inc

2007 - Present (17 years)

Lvz, Inc

2007 - 2017 (10 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 Nathan Baumann 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
Matthew Bostwick
Belleair, FL
Peter Ruther
Holland, MI
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.

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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.

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