HAVERDINK FINANCIAL MANAGEMENT, LLC

HAVERDINK FINANCIAL MANAGEMENT, L.L.C.

CRD 131236 · SEC 801-112557

Visit website

440 W. CENTRE AVENUE, SUITE 5, PORTAGE, MI, 49024-5373, United States

Phone

269-321-5070

Fax

269-321-5071

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$220.4M

Discretionary AUM

$220.4M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTATION SERVICES, EDUCATIONAL WORKSHOPS AND SEMINARS

Client types

Type	Clients	AUM
Individuals	117	$42.7M
High net worth individuals	62	$174.2M
Pension/profit sharing plans	2	$3.5M

States served

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/IN/KEVIN-HAVERDINK-32AA86B
https://www.linkedin.com/in/jonathan-haverdink-2622a6220

Official SEC filing: View on IAPD