Bryan Laverman
Schererville, Indiana, 46375
Member Since 2006
Our primary focus is building a financial plan to assist you in meeting your financial goals. This financial blueprint often includes short term goals from saving for a house or building an emergency fund to children\'s educational goals. More long term goals include retirement or estate planning. We will help you to discover when you would like to be financially independent and how to get there. We are excellent listeners, information analyzers, educators and problem solvers. A typical initial appointment is free of charge and very informal. It is dedicated entirely to data gathering including learning your needs, goals and concerns. A follow-up appointment is designed to present the plan, answer questions and take action if desired.
My Location
Background Information
Years of Financial Experience
- 12
Education
- Governors State University (Bacherlor of Arts with concentration Finance)
Certifications and Designations
- CFP®
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- LPL Financial
- First Trust Company of Onaga
Types of Financial Reports
- Performance Report (Annually)
- Market Environment Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them annually
Registration & Licensing
- CRD/IARD Number: 2845371
- Securities Registrations: Series 65, Series 66, Series 7
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: LPL Financial
- Broker/Dealer: LPL Financial
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Florida
- Illinois
- Indiana
- Virginia
- Wisconsin
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, planning work for income replacement needs and long term care planning needs.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Financial review
Investment Products
- Mutual Funds, Securities, Commodities, REITs, Equity, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Business
Visit Website - http://www.harvestfinancialplanning.com
