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HAVERDINK FINANCIAL MANAGEMENT, LLC
HAVERDINK FINANCIAL MANAGEMENT, LLC
PORTAGE, Michigan
·
2 registered advisors
·
CRD# 131236
SEC# 801-112557
0
269-321-5070
01
Firm Overview
AUM
$171M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HAVERDINK FINANCIAL MANAGEMENT, LLC
2 registered advisors
Kevin Dean Haverdink
PORTAGE, Michigan
CRD# 2832505
Laura Lee Haverdink
PORTAGE, Michigan
CRD# 4802014
05
Office Locations
PORTAGE, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. HAVERDINK FINANCIAL MANAGEMENT, LLC (CRD# 131236) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.