Unclaimed Profile

Tyler Wayne Alvord

LVM CAPITAL MANAGEMENT LTD·PORTAGE, Michigan

Series 7, Series 66CFAClean record16 years registeredLVM CAPITAL MANAGEMENT LTD

7840 MOORSBRIDGE ROAD, PORTAGE, MI 49024CRD# 5768463Firm CRD# 111039

Profile Verification

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

Identity

Tyler Wayne Alvord · PORTAGE, MI

Registration

CRD #5768463 · LVM CAPITAL MANAGEMENT LTD · 16 years registered

Brand Profile

Not yet started

Career History

LVM CAPITAL MANAGEMENT LTD

Jan 2016 – present

MORGAN STANLEY SMITH BARNEY LLC

May 2010 – Sep 2010

KALAMAZOO, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 3, 2010

Years registered · 16

Professional designation · CFA

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 Tyler Wayne Alvord offer?

Tyler Wayne Alvord specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.

What are Tyler Wayne Alvord's credentials?

Tyler Wayne Alvord holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tyler Wayne Alvord located?

Tyler Wayne Alvord 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 Tyler Wayne Alvord charge for services?

Tyler Wayne Alvord'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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