Joshua J Bergsma
Investment adviser representative at Lvz, Inc.
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
20 yearsFirm in business
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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
11 years in the industry.
- Lvz, Inc.Feb 2022 to now
- National Corporate HousingJun 2021 to Aug 2021
- Belden Brick & SupplyJun 2020 to Aug 2020
- Hope CollegeAug 2019 to May 2023
- Belden Brick & SupplyJun 2019 to Aug 2019
- Jimmy John'sJun 2019 to Aug 2019
- Kenowa Hills High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Lvz, Inc.
$1.1BAssets managed
2,473Clients
16Advisers
20 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
- 7697767
- Firm CRD
- 124228