Jonathan Garrett Haverdink
Investment adviser representative at Haverdink Financial Management, LLC
12 yearsExperience
1 stateRegistered in
$220.4MFirm assets
8 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
- Pension consulting
Experience
12 years in the industry.
- Haverdink Financial Management, LLCDec 2023 to now
- The Northwestern Mutual Life Insurance CompanyMay 2023 to Jun 2023
- John A. Wolfe & Associates, Inc.May 2022 to Aug 2022
- Haverdink Financial Management, LLCMay 2021 to Aug 2021
- Haverdink Financial Management, LLCMay 2020 to Aug 2020
- Full Time College StudentAug 2019 to Dec 2023
- Haverdink Financial Management, LLCJun 2019 to Aug 2019
- Full-time StudentFeb 2014 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Haverdink Financial Management, LLC
Legal name: Haverdink Financial Management, L.L.C.
$220.4MAssets managed
181Clients
2Advisers
8 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
- 7717108
- Firm CRD
- 131236