Jordan Rummel
CFP®
LVM Capital Management, LTD.
Wealth Management Associate Advisor
Jordan Rummel
CFP®
LVM Capital Management, LTD.
Wealth Management Associate Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jordan Rummel, CFP®
Fee-Only financial planner located in Portage, MI, serving clients locally and across the country
Jordan Rummel is a Kalamazoo, MI and Naples, FL area fee-only financial planner. LVM Capital Management, LTD. provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jordan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jordan Rummel is a fee-only financial advisor at LVM Capital Management, LTD., located in Portage, MI.
Graduate of Ferris State University with a Bachelor of Science in Business Administration and a minor in Human Resources. Completed the CFP Board Certified class through The American College and Western Michigan University. Received my CERTIFIED FINANCIAL PLANNER ™ professional certification in 2016. Registered Financial Advisor through NAPFA. An Associate at LVM supporting portfolio managers with research, trading, client meetings, and client support. Part of the Ferris State University Jazz Band. In my free time I like to drum and read.
Jordan Rummel is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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 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. Today, LVM's financial planners and portfolio management team serve clients in over 20 states from our offices in Kalamazoo, Michigan, and Naples, Florida.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jordan Rummel is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jordan Rummel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Jordan Rummel
Office Locations:
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7840 Moorsbridge Rd
Portage, MI 49024
