Client Relationship Summary

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OUR TEAM
Contact

Mike Kragt

PORTFOLIO TRADING AND ENROLLED AGENT

While working at Hope College, Mike decided to take an accounting class to learn how to manage his retirement accounts. One class led to another, and in May of 2015, he graduated from Hope College with a bachelor’s degree in accounting. Mike works in the trading and research department at LVZ Investment Management and spends tax season preparing returns for LVZ Financial Planning as an Agent enrolled to practice before the Internal Revenue Service.

Get In Touch

  • (616) 394-4994
  • mike@lvzinc.com

WHO WE ARE

RYAN VANDER ZWART

Ryan Vander Zwart

PARTNER AND FINANCIAL PLANNER
NATE BAUMANN

Nate Baumann

PARTNER AND FINANCIAL PLANNER
Eric Sale

Eric Sale

FINANCIAL PLANNER
Pete Ruther

Pete Ruther

FINANCIAL PLANNER
Teri Vandusen

Teri VanDusen

DIRECTOR OF CLIENT RELATIONS
Josh Bergsma

Josh Bergsma

OPERATIONS & PLANNING ASSISTANT
  • 616-394-4994
  • 800-851-7214
  • hello@lvzinc.com

LVZ
Locations

HOLLAND
240 S. River Avenue
Holland, MI 49423

OKEMOS
By appointment only
2133 University Drive Suite 250
Okemos, MI 48864

ANN ARBOR
By appointment only
Atria Business Park
2008 Hogback Road Suite 3A
Ann Arbor, MI 48105

Investment
Management

FINANCIAL
PLANNING

ABOUT
LVZ

Legal DISCLOSURE

Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ, Inc. LVZ Financial Planning and LVZ Investment Management are DBAs of LVZ, Inc. LVZ, Inc. is a federally registered investment adviser. Please download our Client Relationship Summary or request our ADV for information about our firm.

Securities are offered in Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Michigan, Missouri, New York, Ohio, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wisconsin.

Insurance is offered in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Michigan, Missouri, New York, Ohio, South Carolina, Tennessee, Texas, Virginia, and Wisconsin.

LVZ, Inc. is committed to providing an accessible experience for all visitors to our website, including those with disabilities. If you experience difficulty in accessing the LVZ website, please contact us at 1-800-851-7214 or info@lvzinc.com.

For more information, see our disclosures page and our privacy policy.

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