Skip to content

Laura Haverdink

VP, Secty, Treasurer and Trustee of the Kevin and Laura Haverdink Revocable Trust at Haverdink Financial Management

Firm officerUpdated

Laura Haverdink has been VP, Secty, Treasurer and Trustee of the Kevin and Laura Haverdink Revocable Trust of Haverdink Financial Management, L.L.C., a Portage, MI investment adviser managing $220M, since April 2004.

22
Years in role
$220M
Firm AUM
181
Firm clients
2
Firm advisers

From Form ADV filed 23 January 2026Form ADV

Career

Laura Haverdink is a control person of Haverdink Financial Management and directly owns under 5% of it.

Haverdink Financial Management is an investment adviser based in Portage, MI, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $220 million, as filed on 23 January 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
4802014
Role
VP, Secty, Treasurer and Trustee of the Kevin and Laura Haverdink Revocable Trust
In role since
April 2004 · 22 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Portage, MI
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Laura Haverdink work?

Laura Haverdink has been VP, Secty, Treasurer and Trustee of the Kevin and Laura Haverdink Revocable Trust of Haverdink Financial Management, L.L.C. since April 2004, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 23 January 2026

How can I verify Laura Haverdink’s record?

Laura Haverdink’s role is listed on Haverdink Financial Management, L.L.C.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 131236.

Source: Form ADV, Schedule A, filed 23 January 2026

Leadership at Haverdink Financial Management

Sources

  1. IAPD individual lookup, CRD 4802014, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Haverdink Financial Management, L.L.C., filed 23 January 2026. Title, control and ownership bands.