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Nathan Louis Baumann

LVZ, INC.·HOLLAND, Michigan
SIE, Series 7, Series 66CFPClean record16 years registeredLVZ, INC.
240 SOUTH RIVER AVENUE, HOLLAND, MI 49423CRD# 5409584Firm CRD# 124228

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Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Louis Baumann · HOLLAND, MI
Registration
CRD #5409584 · LVZ, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

LVZ, INC.
Jul 2012 – present
NEXT FINANCIAL GROUP, INC.
Jun 2010 – Mar 2017
HOLLAND, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 18, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LVZ, INC.
CRD 124228 · SEC 801-66772
AUM
$875M
Regulatory assets under management
Employees
25
5,075 client accounts
Services offered by LVZ, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LVZ, INC. →
Introduction

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05

Frequently Asked Questions

What services does Nathan Louis Baumann offer?
Nathan Louis Baumann specializes in Financial Planning, Investment Management. Contact their office in HOLLAND, Michigan for a consultation.
What are Nathan Louis Baumann's credentials?
Nathan Louis Baumann holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Nathan Louis Baumann located?
Nathan Louis Baumann is based in HOLLAND, Michigan, working with LVZ, INC.. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.
How does Nathan Louis Baumann charge for services?
Nathan Louis Baumann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LVZ, INC.?
LVZ, INC. has approximately 25 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Phillip Lorence
HOLLAND, MI
CFP
Ryan J Vanderzwart
HOLLAND, MI
CFP

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