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Laura Lee Haverdink

HAVERDINK FINANCIAL MANAGEMENT, LLC·PORTAGE, Michigan
Unclaimed Profile
440 W. CENTRE AVENUE, PORTAGE, MI 49024-5373CRD# 4802014Firm CRD# 131236
01

About

Laura Lee Haverdink is a registered financial advisor based in PORTAGE, Michigan, affiliated with HAVERDINK FINANCIAL MANAGEMENT, LLC. 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
03

Firm Overview

Firm
HAVERDINK FINANCIAL MANAGEMENT, LLC
HAVERDINK FINANCIAL MANAGEMENT, LLC
AUM
$171M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HAVERDINK FINANCIAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4802014
Firm CRD# 131236
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laura Lee Haverdink offer?
Laura Lee Haverdink specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Laura Lee Haverdink's credentials?
Laura Lee Haverdink is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Lee Haverdink located?
Laura Lee Haverdink is based in PORTAGE, Michigan, working with HAVERDINK FINANCIAL MANAGEMENT, LLC. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Laura Lee Haverdink charge for services?
Laura Lee Haverdink'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 HAVERDINK FINANCIAL MANAGEMENT, LLC?
HAVERDINK FINANCIAL MANAGEMENT, LLC has approximately 3 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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