Ralph A. Wood

LVZ

Grand Rapids, MI 49525

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CRD#: 1558917

Professional summary

Ralph Alton Wood II, who also goes by Chip Wood, is a registered financial advisor currently at LVZ, INC. located in Grand Rapids, Michigan.

Ralph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Ralph has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chip Wood

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ralph Alton Wood II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 14, 2017 - Present

LVZ, INC.

Office #1: 1600 E Beltline Ne Suite 214, Grand Rapids, MI 49525

RIA

CRD#: 124228

Grand Rapids, MI

Past

February 17, 2017 - July 7, 2021

HARBOUR INVESTMENTS, INC.

RIA

CRD#: 19258

Grand Rapids, MI

Past

February 17, 2017 - July 7, 2021

HARBOUR INVESTMENTS, INC.

CRD#: 19258

Grand Rapids, MI

Past

June 4, 2010 - February 17, 2017

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

GRAND RAPIDS, MI

Past

October 2, 2006 - February 17, 2017

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

GRAND RAPIDS, MI

Past

February 25, 2000 - October 10, 2006

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

GRAND RAPIDS, MI

Past

December 23, 1986 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

CRD#: 10293

Past

December 23, 1986 - March 10, 2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

December 23, 1986 - March 10, 2000

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LVZ, INC.

CRD#: 124228 / SEC#: 801-66772

RIA

Registered Investment Advisory firm - (5/17/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/14/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/26/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/1986

General Securities Representative Examination

Current Firm

LVZ, INC.

CRD#: 124228 / SEC#: 801-66772

RIA

Registered Investment Advisory firm - (5/17/2006 Approved)

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Contact information

Main Address

240 South River Avenue, Holland, MI 49423

Mailing Address

Phone number

(616) 394-4994

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LVZ, INC ADV PART 2A (1/2/2026)

Regulatory assets under management

Total Number of Accounts	5,242
AUM (Assets Under Management)	$ 969,207,213

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ralph A. Wood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ralph Alton Wood II's CRS (Customer Relationship Summary).

Certified licenses

Experience

LVZ, INC.

HARBOUR INVESTMENTS, INC.

HARBOUR INVESTMENTS, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

HORNOR, TOWNSEND & KENT, LLC

LINCOLN NATIONAL PENSION INSURANCE COMPANY

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

LVZ, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/26/1986

SIE

Date: 10/1/2018

Series 7

Date: 12/20/1986

Current Firm

LVZ, INC.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LVZ, INC.

TRUST BUT VERIFY

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