Jordan J. Rummel

LVM CAPITAL MANAGEMENT LTD

Portage, MI 49024

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CRD#: 6587802

Professional summary

Jordan John Rummel, CFP®, who also goes by Jordan J Rummel, is a registered financial advisor currently at LVM CAPITAL MANAGEMENT LTD located in Portage, Michigan.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jordan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Tax Planning

Investment Planning

Debt Management

Budgeting

Do you have an area of expertise or specialization?

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

High Net Worth Client Needs

Insurance Related Issues

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jordan J Rummel

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.

Kohn and Rummel LLC, Partner 1562 W ELLIS AVE BELDING MI 48809, investment related, partner/member 2012, 0 HR/ MO, 0HR/MO trading hours, invest minimal pooled monies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan John Rummel'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

April 25, 2016 - Present

LVM CAPITAL MANAGEMENT LTD

Office #1: 7840 Moorsbridge Road, Portage, MI 49024

RIA

CRD#: 111039

Portage, MI

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".

LVM CAPITAL MANAGEMENT LTD

CRD#: 111039 / SEC#: 801-32681

RIA

Registered Investment Advisory firm - (8/15/1988 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

Florida
(12/16/2016)

IAR

Michigan
(4/25/2016)

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

IAR

Series 65

Date: 8/16/2012

Uniform Investment Adviser Law Examination

Current Firm

LVM CAPITAL MANAGEMENT LTD

CRD#: 111039 / SEC#: 801-32681

RIA

Registered Investment Advisory firm - (8/15/1988 Approved)

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Contact information

Main Address

7840 Moorsbridge Road, Portage, MI 49024

Mailing Address

Phone number

(269) 321-8120

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

9-30-25 LVM ADV II (9/9/2025)

Regulatory assets under management

Total Number of Accounts	1,407
AUM (Assets Under Management)	$ 1,314,451,711

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
09/23/2024	Cover Page	Report
12/21/2023	Cover Page	Report

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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Jordan J. Rummel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan John Rummel's CRS (Customer Relationship Summary).

Certified licenses

Experience

LVM CAPITAL MANAGEMENT LTD

Primary Firm SEC Registration

LVM CAPITAL MANAGEMENT LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2012

Current Firm

LVM CAPITAL MANAGEMENT LTD

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LVM CAPITAL MANAGEMENT LTD

TRUST BUT VERIFY

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