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David Paul Cleveland

LVM CAPITAL MANAGEMENT LTD·PORTAGE, Michigan
Clean recordLVM 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Paul Cleveland is a registered financial advisor based in PORTAGE, Michigan, affiliated with LVM CAPITAL MANAGEMENT LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LVM CAPITAL MANAGEMENT LTD
LVM CAPITAL MANAGEMENT LTD
AUM
$1.2B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LVM CAPITAL MANAGEMENT LTD →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4389005
Firm CRD# 111039
View on FINRA BrokerCheck →

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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
Charles Alan Prudhomme
PORTAGE, MI
Jordan John Rummel
PORTAGE, MI
Craig Alan Vander Molen
PORTAGE, MI
Lawrence Leonard Harrison
PORTAGE, MI
Sandra Doctor
PORTAGE, MI

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