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Chad Nathan Soukup

JVL ASSOCIATES, LLC·WYOMING, Michigan
Clean record16 years registeredJVL ASSOCIATES, LLC
1657 GEZON PARKWAY SW SUITE C, WYOMING, MI 49519CRD# 5805699Firm CRD# 124018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Nathan Soukup · WYOMING, MI
Registration
CRD #5805699 · JVL ASSOCIATES, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

JVL WEALTH STRATEGIES
Jan 2019 – present
PLANTE MORAN FINANCIAL ADVISORS
Jul 2010 – Jan 2019
GRAND RAPIDS, MI
02

Registrations & Exams

Registration record
First registered · July 2, 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
JVL ASSOCIATES, LLC
CRD 124018 · SEC 801-61660
AUM
$553M
Regulatory assets under management
Employees
6
747 client accounts
Services offered by JVL ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JVL ASSOCIATES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Chad Nathan Soukup offer?
Chad Nathan Soukup specializes in Financial Planning, Investment Management. Contact their office in WYOMING, Michigan for a consultation.
What are Chad Nathan Soukup's credentials?
Chad Nathan Soukup is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Nathan Soukup located?
Chad Nathan Soukup is based in WYOMING, Michigan, working with JVL ASSOCIATES, LLC. Their office serves clients in the WYOMING metropolitan area and surrounding communities.
How does Chad Nathan Soukup charge for services?
Chad Nathan Soukup'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 JVL ASSOCIATES, LLC?
JVL ASSOCIATES, LLC has approximately 6 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JVL ASSOCIATES, LLC

Gerald Ray Vanderlugt
WYOMING, MI
Matthew Jay Kunnen
WYOMING, MI
CFPCFA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
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Research
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