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Kevin H
Series 65
Portage, MI
Haverdink Financial Management, LLC
Kevin Haverdink is a financial advisor at Haverdink Financial Management, LLC in Portage, MI, holding a Series 65 designation with 15 years of industry experience. He has been with Haverdink Financial Management since 2004. Haverdink Financial Management is a fee-only, SEC-registered investment adviser managing approximately $220.4 million across 480 limited-discretionary accounts for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and strategic, diversified asset allocation with a long-term, low-turnover approach, providing portfolio management, financial planning, consultation services, and educational workshops.
Jonathan H
CFP®, Series 65
Portage, MI
Haverdink Financial Management, LLC
Jonathan Haverdink is a CFP® and Series 65-registered financial advisor with two years of industry experience. He is a principal at Haverdink Financial Management, LLC, where he has worked since 2019, including roles at Northwestern Mutual Life Insurance Company and John A. Wolfe & Associates. Haverdink Financial Management is a fee-only, SEC-registered investment adviser managing approximately $220 million across 480 limited-discretionary accounts for individuals and high-net-worth clients. The firm uses Modern Portfolio Theory and strategic, diversified asset allocation with a long-term, low-turnover approach, providing portfolio management, financial planning, and educational workshops.
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