Lvm Capital Management logo
VerifiedFinancial Services· Founded 1988

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.

7-day free trial · no credit card

HeadquartersPortage, United StatesEmployees15(11 to 50)Annual revenue$1M to <$10MFounded year1988Websitelvmcapital.comLinkedIn profileLinkedIn

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

Sign up free to see all 13 verified contacts at Lvm Capital Management

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

13 contacts with verified email or phone · masked until revealed.

Sign up free →

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

Sign up to unlock all 13 contacts at Lvm Capital Management

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 13 verified contacts at Lvm Capital Management

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Lvm Capital Management | Kipplo Discover