Jonathan Haverdink
Haverdink Financial Management · Portage, Michigan
Jonathan Haverdink is a fee-only financial advisor at Haverdink Financial Management in Portage, Michigan, who holds the CFP credential. Haverdink Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Haverdink Financial Management |
|---|---|
| Based in | Portage, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $220.4M across 480 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 7717108 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Jonathan's firm compares
- Haverdink Financial Management's average account is about $459,000, from its Form ADV (assets managed divided by 480 accounts).
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Questions about Jonathan
Is Jonathan Haverdink a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Haverdink Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Haverdink Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Haverdink based?
Jonathan Haverdink is based in Portage, Michigan.
What credentials does Jonathan Haverdink hold?
Jonathan Haverdink holds the CFP credential.
Is Jonathan Haverdink registered with the SEC?
Yes. Jonathan Haverdink is registered as an investment adviser representative in MI (CRD 7717108), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Haverdink Financial Management manage?
Haverdink Financial Management reports $220.4M across 480 accounts in assets under management.
How do I contact Jonathan Haverdink?
Contact details aren't on file yet. Search for Haverdink Financial Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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