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David Paul Cleveland

LVM CAPITAL MANAGEMENT LTD·PORTAGE, Michigan
Clean record16 years registeredLVM CAPITAL MANAGEMENT LTD
7840 MOORSBRIDGE ROAD, PORTAGE, MI 49024CRD# 4389005Firm CRD# 111039

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Paul Cleveland · PORTAGE, MI
Registration
CRD #4389005 · LVM CAPITAL MANAGEMENT LTD · 16 years registered
Brand Profile
Not yet started
01

Career History

LVM CAPITAL MANAGEMENT LTD
May 2010 – present
02

Registrations & Exams

Registration record
First registered · May 21, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LVM CAPITAL MANAGEMENT LTD
CRD 111039 · SEC 801-32681
AUM
$1.2B
Regulatory assets under management
Employees
14
1,344 client accounts
Services offered by LVM CAPITAL MANAGEMENT LTD
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LVM CAPITAL MANAGEMENT LTD →
Introduction

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05

Frequently Asked Questions

What services does David Paul Cleveland offer?
David Paul Cleveland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.
What are David Paul Cleveland's credentials?
David Paul Cleveland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Paul Cleveland located?
David Paul Cleveland is based in PORTAGE, Michigan, working with LVM CAPITAL MANAGEMENT LTD. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does David Paul Cleveland charge for services?
David Paul Cleveland'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 LVM CAPITAL MANAGEMENT LTD?
LVM CAPITAL MANAGEMENT LTD has approximately 14 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LVM CAPITAL MANAGEMENT LTD

Tyler Wayne Alvord
PORTAGE, MI
CFA
Charles Alan Prudhomme
PORTAGE, MI
Lawrence Leonard Harrison
PORTAGE, MI
Jordan John Rummel
PORTAGE, MI
Craig Alan Vander Molen
PORTAGE, MI

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