Jordan Rummel (CRD# 6587802) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 11 years of experience in the finance industry. Jordan Rummel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lvm Capital Managment | Portage, MI | Apr 2013 - Current | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- FL
- IL
- MI
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Total Assets Under Management975MILLIONS
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Total Number of Accounts1,135ACCOUNTS
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Average Account Value$858,672
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, MA, MD, MI, MN, MO, NC, NE, OH, TN, TX
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