Nathan Baumann (CRD# 5409584) is an Investment Advisor Representative working at Lvz, Inc. in Holland, MI and has over 15 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | Mar 2017 - Current | 7 |
| Lvz, Inc. | Holland, MI | Jun 2007 - Current | 16 |
| Next Financial Group Inc. | Holland, MI | Nov 2007 - Mar 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2008 |
- MI
-
Total Assets Under Management875MILLIONS
-
Total Number of Accounts5,075ACCOUNTS
-
Average Account Value$172,344
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NE, NH, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI
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