Unclaimed Profile

Ryan J Vanderzwart

LVZ, INC.·HOLLAND, Michigan

SIE, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record19 years registeredLVZ, INC.

240 SOUTH RIVER AVENUE, HOLLAND, MI 49423CRD# 2621911Firm CRD# 124228

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan J Vanderzwart · HOLLAND, MI

Registration

CRD #2621911 · LVZ, INC. · 19 years registered

Brand Profile

Not yet started

Career History

LVZ, INC.

Sep 2006 – present

NEXT FINANCIAL GROUP, INC.

Mar 2012 – Mar 2017

HOLLAND, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · September 27, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LVZ, INC.

CRD 124228 · SEC 801-66772

AUM

$875M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Ryan J Vanderzwart offer?

Ryan J Vanderzwart specializes in Financial Planning, Investment Management. Contact their office in HOLLAND, Michigan for a consultation.

What are Ryan J Vanderzwart's credentials?

Ryan J Vanderzwart holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan J Vanderzwart located?

Ryan J Vanderzwart is based in HOLLAND, Michigan, working with LVZ, INC.. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.

How does Ryan J Vanderzwart charge for services?

Ryan J Vanderzwart'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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