Unclaimed Profile

Jordan John Rummel

LVM CAPITAL MANAGEMENT LTD·PORTAGE, Michigan

Series 65Clean record10 years registeredLVM CAPITAL MANAGEMENT LTD

7840 MOORSBRIDGE ROAD, PORTAGE, MI 49024CRD# 6587802Firm CRD# 111039

Profile Verification

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

Identity

Jordan John Rummel · PORTAGE, MI

Registration

CRD #6587802 · LVM CAPITAL MANAGEMENT LTD · 10 years registered

Brand Profile

Not yet started

Career History

LVM CAPITAL MANAGEMENT LTD

Apr 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 25, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LVM CAPITAL MANAGEMENT LTD

CRD 111039 · SEC 801-32681

AUM

$1.2B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Jordan John Rummel offer?

Jordan John Rummel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.

What are Jordan John Rummel's credentials?

Jordan John Rummel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jordan John Rummel located?

Jordan John Rummel 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 Jordan John Rummel charge for services?

Jordan John Rummel'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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