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Chassity K

CFP®, Series 63

Jenison, MI

Clearview Investments, LLC

Chassity Kania is a CFP®-designated financial advisor with 10 years of industry experience, currently with ClearView Investments, LLC. Her prior experience includes roles at Ameriprise Financial Services, Lake Michigan Credit Union, LPL Financial, The Huntington National Bank, Fifth Third Bank, and JPMorgan Securities. She provides pro bono financial planning assistance to victims of domestic violence through the Women's Resource Center. ClearView Investments serves individual and institutional clients, offering financial planning, retirement planning, and tailored portfolio management. The firm primarily employs a passive investment approach, focusing on index mutual funds and ETFs, and emphasizes low turnover and tax efficiency.

Passive / index investing Retirement income strategy
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Kurt H

Series 65

Jenison, MI

Clearview Investments, LLC

Kurt Holzhueter is a financial advisor at Clearview Investments, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Clearview Financial, LLC since 2010. In addition to his advisory role, he is a licensed insurance agent and a high school teacher with over 39 years at Thornapple-Kellogg School. Clearview Investments serves individual and institutional clients, offering financial planning, retirement planning, and portfolio management with a focus on passive investment strategies using index funds and ETFs. The firm emphasizes low turnover, tax efficiency, and utilizes custodial platforms to support practice management.

Passive / index investing Retirement income strategy
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Leonard D

Series 63, Series 65

Jenison, MI

Clearview Investments, LLC

Leonard Debraber is a financial advisor with ClearView Investments, LLC, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked at HBW Advisory Services LLC and HBW Insurance & Financial Services, Inc. Outside of advising, he has worked as an independent contractor running the clock at Sparta High School basketball games since 1979. ClearView Investments serves individual and institutional clients, providing financial and retirement planning along with tailored portfolio management. The firm emphasizes passive investment strategies using index funds and ETFs, employs third-party managers when appropriate, and focuses on low turnover and tax efficiency.

Passive / index investing Retirement income strategy
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Karl H

Series 63, Series 65

Jenison, MI

Clearview Investments, LLC

Karl Holzhueter is a financial advisor with ClearView Investments, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with ClearView Financial LLC since 2007 and also has experience at HBW Insurance and Financial Services, Inc. since 2003. Holzhueter previously served in the Grand Rapids Police Department for 25 years. Outside of advising, he is an owner of CVI Properties. ClearView Investments serves individual and institutional clients, including high-net-worth individuals, offering investment advisory, financial and retirement planning, and assistance with account setup and outside manager selection. The firm primarily uses passive investment management with diversified portfolios of index funds and ETFs, incorporates fundamental and technical analysis, and generally manages accounts on a discretionary basis with periodic reviews.

Passive / index investing Retirement income strategy
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Timothy D

Series 63, Series 65

Jenison, MI

Clearview Investments, LLC

Timothy Devries is a financial advisor with Clearview Investments, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Clearview Financial LLC since 2007 and previously worked for the City of Grand Rapids for 27 years. Outside of his advisory role, he is an owner of CVI Properties. Clearview Investments serves individual clients, including high-net-worth individuals, as well as institutional and plan clients. The firm focuses on passive investment management through asset-class weighted portfolios using index funds and ETFs, while also incorporating fundamental and technical analysis tailored to client goals and risk tolerance.

Passive / index investing Retirement income strategy
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