Joshua A. Franken
LVZ
Holland, MI 49423
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CRD#: 7210527
Professional summary
Joshua Andrew Franken, who also goes by Joshua A Franken, Joshua Andrew Franken, is a registered financial advisor currently at LVZ, INC. located in Holland, Michigan.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Joshua has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joshua A Franken | Joshua Andrew Franken
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; CORPORATION; HOLLAND, MI; Start Date: May 8, 2025; POSITION: Tax Preparer; Hours per month: 20; Hours during trading: 10: TAX PREPARATION AND PLANNING 2) JOSH FRANKEN; INDIVIDUAL; HOLLAND, MI; Start Date: May 5, 2020; POSITON: Sales; Hours per month: 10; Hours during trading: 10; INSURANCE 3) ONION DOME PROPERTIES LLC; PARTNERSHIP - RESIDENTIAL RENT; HOLLAND, MI; Start date: 7/1/2014; POSTION: Member; Hours per month: 4; Hours during trading: 0; PROPERTY MANAGEMENT 4) FRANKELMAN PROPERTIES, LLC; Type of business: PARTNERSHIP - COMMERCIAL RENT; HOLLAND, MI; Start date: 1/1/2023; POSITION: Member; Hours per month: 0; Hours during trading: 0; PROPERY MANAGEMENT 5) JUBILEE MINISTRIES, INC; NON-PROFIT; HOLLAND, MI; Start date: 7/1/2019; POSITION: Board Member, Vice President; Hours per month: 3; Hours during trading: 3; NON-PROFIT
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Andrew Franken'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®
NoneExperience
Current
May 12, 2025 - Present
LVZ, INC.
Office #1: 240 S River Ave, Holland, MI 49423RIA
CRD#: 124228
Holland, MI
Past
March 11, 2020 - May 14, 2025
EDWARD JONES
RIA
CRD#: 250
HOLLAND, MI
Past
February 14, 2020 - May 14, 2025
EDWARD JONES
BD
CRD#: 250
HOLLAND, 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".
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.Highlighted states indicate IAR registrations
IAR
Michigan(5/12/2025)
IAR
Texas(5/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/14/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
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
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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
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
