Peter
Ruther

Lvz, Inc

CRD#7696352
Investment Advisor
in Holland, MI

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About this Advisor

Peter Ruther is a financial advisor who works out of Holland, Michigan. Ruther is on the advisory team at Lvz, Inc. Their career trajectory has included roles at Lvz, Inc, Ha International, Univar, Macy'S, Full Time Education, Chicago Bears and Illinois Wesleyan University. Ruther maintains a Series 65 license, certifying them as an investment advisor representative, and is able to work in Michigan. Lvz, Inc is an advisory business headquartered in Holland, MI. The company has offices in 10 locations and a total of 21 advisors. It controls $808 million in assets under management between its 5,192 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 5,192 customer accounts, just 5% belong to high-net-worth clients who have at least $1 million in assets available to invest. Lvz, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees depend on which services are provided. Fee types billed by Lvz, Inc likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

Peter Ruther Work History

Peter has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Lvz, Inc

2018 - 2023 (5 years)

Ha International

2015 - 2018 (3 years)

Univar

2014 - 2015 (1 year)

Univar

2014 - 2014 (< 1 year)

Macy'S

2013 - 2014 (1 year)

Chicago Bears

2012 - 2014 (2 years)

Illinois Wesleyan University

2010 - 2014 (4 years)

Full Time Education

*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 Peter Ruther 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

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