Chad Nathan Soukup
Investment adviser representative at Jvl Wealth Strategies
19 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$784.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Jvl Wealth StrategiesJan 2025 to now
- Jvl Associates, LLCJan 2019 to now
- Plante Moran Financial Advisors, LLCSep 2007 to Jan 2019
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Jvl Wealth Strategies
Legal name: Jvl Associates, LLC
$784.4MAssets managed
186Clients
8Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5805699
- Firm CRD
- 124018