Highlights of this Special Edition Newsletter:
LVM's 35th Anniversary Celebration
TD Ameritrade accounts transitioning to Charles Schwab
ON JUNE 29, 2023, LVM Capital Management celebrated 35 years in business by hosting a celebration event for clients and friends at the Kalamazoo Air Zoo.
J. Russell Leonard and Craig A. Vander Molen cofounded LVM, an independent fiduciary wealth management firm, on June 30, 1988. We have been serving clients for over 35 years with an intense focus on meeting our clients’ financial goals and objectives with a high level of personal service. Today, we provide innovative planning and experienced investing to organizations, individuals, and families (including multiple generations) in more than 30 states.
We were fortunate to have over 160 of our clients and friends join us for the celebration. As guests arrived, we asked them to place a 35th-anniversary sticker on one of three local charities. In this way, our guests determined the percentage each charity would receive of the $35,000 LVM was donating in recognition of our milestone anniversary.
Kalamazoo Gospel Ministries received 37% ($12,950)
Kalamazoo Loaves and Fishes received 33.5% ($11,725)
Centrica Care Navigators (formerly Hospice Care of Southwest Michigan) received 29.5% ($10,325).
We thank our guests for helping us allocate the gifts. LVM is committed to supporting the region and enhancing the quality of life for its clients, employees, and the community.
THE KALAMAZOO AIR ZOO provided the perfect venue for our celebration on a beautiful
summer evening in West Michigan. Special thanks goes to Millennium Catering, Keith Hall Music, and VanderSalm’s Flower Shop.
LVM’S CLIENTS are at the heart of our success. Every time you recommend LVM, it’s a great compliment and very much appreciated.
Thank you for the opportunity to serve you, your family, and your friends.
TD Ameritrade accounts will be transitioning to Charles Schwab on Tuesday, September 5, 2023.
There will be a custodian transition that will impact many of LVM’s clients in 2023. Charles Schwab has acquired TD Ameritrade (TDA), and all TDA accounts will be transitioning to the Schwab platform on September 5, 2023.
LVM is already in the preparation process to make the transition as seamless as possible. Existing customers of TD Ameritrade will access their accounts at schwaballiance.com, which will replace the TD Ameritrade website (AdvisorClient.com) following the Labor Day conversion. We anticipate that clients who have created linking authorizations to view their spouse’s accounts will have to re-authorize the privilege to view on the Schwab platform.
LVM will keep you posted. Schwab has a dedicated “Client Information Hub” for information concerning the upcoming conversion—welcome.schwab.com.
LVM wants to encourage all clients to make use of the LVM Client Vault to securely receive statements and documents from LVM. You can also send documents to LVM. Please contact us about how to set up your Vault access.
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