Ryan J. Vanderzwart
LVZ
Holland, MI 49423
Some features on this profile are disabled
CRD#: 2621911
Professional summary
Ryan J Vanderzwart, CFP®, who also goes by Ryan J Vandorzwart, is a registered financial advisor currently at LVZ, INC. located in Holland, Michigan and HARBOUR INVESTMENTS, INC. located in Holland, Michigan.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Ryan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
What are your service offerings?
Long-term Care
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Ryan J Vandorzwart
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.
1) LVZ Consulting POSITION: Owner NATURE: Administrative Services, Notary Public and Tax Preparation Services INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 10/28/1994 ADDRESS: 240 South River Ave, Holland MI 49423 DESCRIPTION: Manage staff and provide administrative services, Tax preparation services, Notary Public 2) VZ Castaway Corner LLC POSITION: Owner NATURE: REAL ESTATE RENTAL INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 7831 Byron Depot Dr. SW, Byron Center MI 49315 DESCRIPTION: Landlord - review rental agreements 3) VZ Cozy Corner LLC POSITION: Owner NATURE: REAL ESTATE RENTAL INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 7831 Byron Depot Dr. SW, Byron Center MI 49315 DESCRIPTION: Landlord - review rental agreements 4) LVZ Properties, LLC POSITION: Owner NATURE: Commercial Rental Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 240 South River Ave, Holland MI 49423 DESCRIPTION: Landlord - review rental agreements. 5) RYAN J VANDERZWART POSITION: Agent NATURE: Fixed Annuities, Life/Health and Long Term Care Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1996 ADDRESS: 240 South River Ave, Holland MI 49423 DESCRIPTION: Sale of life insurance products 6) BVZ Pentwater, LLC POSITION: Owner NATURE: Real Estate Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/25/2023 ADDRESS: 240 South River Ave, Holland MI 49423 DESCRIPTION: Real Estate Rental
CRS (Client Relationship Summary) - RIA
Click below to view Ryan J Vanderzwart's 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®
CFP®
Start date: 1999
Experience
Current
September 27, 2006 - Present
LVZ, INC.
Office #1: 240 South River Avenue, Holland, MI 49423RIA
CRD#: 124228
Holland, MI
Current
March 3, 2017 - Present
HARBOUR INVESTMENTS, INC.
Office #1: 240 S River Ave, Holland, MI 49423RIA
BD
CRD#: 19258
Holland, MI
Past
March 22, 2012 - March 6, 2017
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
HOLLAND, MI
Past
January 4, 2000 - March 6, 2017
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
HOLLAND, MI
Past
June 20, 1995 - January 7, 2000
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
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".
LI
LVZ, INC.
HERITAGE FINANCIAL PLANNING | LVZ, INC. | LVZ MARKETING GROUP LLC | LVZ INVESTMENT MANAGEMENT | LVZ FINANCIAL PLANNING | LVZ ADVISORS, INC. | LVZ ADVISORS | LORENCE ASSET MANAGEMENT LTD,DBA HERITAGE FINANCIAL PLANNING | LORENCE & VANDER ZWART | J. LORENCE & ASSOCIATES
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(1/3/2022)
RR
Arizona(3/3/2017)
RR
Arkansas(11/10/2022)
RR
California(1/31/2022)
RR
Colorado(3/3/2017)
RR
Florida(3/3/2017)
RR
Georgia(9/25/2020)
RR
Illinois(3/3/2017)
RR
Indiana(3/3/2017)
RR
Iowa(7/6/2021)
RR
Louisiana(12/5/2019)
RR
Maine(11/11/2025)
RR
Massachusetts(9/14/2021)
IAR
Michigan(2/26/2010)
RR
Michigan(3/3/2017)
RR
Missouri(3/3/2017)
RR
New York(3/3/2017)
RR
Ohio(3/3/2017)
RR
Oklahoma(11/13/2024)
RR
South Carolina(4/24/2023)
RR
Tennessee(3/3/2017)
IAR
Texas(9/27/2006)
RR
Texas(3/3/2017)
RR
Vermont(3/3/2017)
RR
Virginia(3/3/2017)
RR
Wisconsin(3/3/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LI
LVZ, INC.
HERITAGE FINANCIAL PLANNING | LVZ, INC. | LVZ MARKETING GROUP LLC | LVZ INVESTMENT MANAGEMENT | LVZ FINANCIAL PLANNING | LVZ ADVISORS, INC. | LVZ ADVISORS | LORENCE ASSET MANAGEMENT LTD,DBA HERITAGE FINANCIAL PLANNING | LORENCE & VANDER ZWART | J. LORENCE & ASSOCIATES
CRD#: 124228 / SEC#: 801-66772
RIA
Registered Investment Advisory firm - (5/17/2006 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
25
SEC notice filing (26 States and Territories)
Documents
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.
