Kevin Haverdink
Haverdink Financial Management · Portage, Michigan
Kevin Haverdink is a fee-only financial advisor at Haverdink Financial Management in Portage, Michigan. 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 |
| SEC registration | Investment adviser representative in MI · CRD 2832505 |
| Exams passed | Series 65 (2000) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Kevin'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 Kevin
Is Kevin Haverdink a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Haverdink Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Haverdink based?
Kevin Haverdink is based in Portage, Michigan.
Is Kevin Haverdink registered with the SEC?
Yes. Kevin Haverdink is registered as an investment adviser representative in MI (CRD 2832505), 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 Kevin 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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