Lvm Capital Management
LVM Capital Management was founded in 1988 by Russ Leonard and Craig Vander Molen as a research intensive investment management firm. In 2001, services were expanded to include financial planning in order to offer our clients a more holistic wealth management solution. While our capabilities have grown, our mission has remained true to the original philosophy of our founders—to ensure our clients’ ongoing financial success through a combination of unparalleled personal attention, creative planning, and experienced investing. We do not sell products. Rather, we utilize a personal advisory approach that is service-based and fee-only. This sets the stage for the optimal wealth management relationship with clients because our interests are aligned. Client confidentiality is paramount and strong communication essential. LVM puts client interests first, from the design of our business model, to the day-to-day details of answering questions and solving problems.
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Verified contacts
13
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
2
tools in use
Monthly traffic
56
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- DC
Dave Cleveland
Principal · Finance & Accounting
EmailPhone - LS
Lisa Sokolowski
Trading Manager · Finance & Accounting
EmailPhone - TA
Tyler Alvord
Wealth Manager · Finance & Accounting
EmailPhone - NM
Nick MacKsood
Associate Financial Advisor · Finance & Accounting
EmailPhone - CP
Charles Prudhomme
Principal COO, Lead Advisor, and Financial Planner · General Business & Management
EmailPhone - JJ
Jordan J. Rummel
Principal · Finance & Accounting
EmailPhone - AL
Andrew Lantinga
Associate Advisor and Trading Specialist · Finance & Accounting
EmailPhone - TG
Tyler Griggs
Financial Planning Intern · Finance & Accounting
EmailPhone
Showing 8 of 13 verified contacts
Top roles at Lvm Capital Management
11 distinct titles indexed · top 10 shown.
- 2financial planning intern
- 2principal
- 1assistant manager
- 1associate advisor and trading specialist
- 1associate financial advisor
- 1außendienst
- 1manager
- 1office manager
- 1principal coo, lead advisor, and financial planner
- 1trading manager
- +1more titles
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