Advisors at this firm
Kurt H
Series 65
Jenison, MI
Clearview Investments, LLC
Kurt Holzhueter is a financial advisor with Clearview Investments, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Clearview Financial since 2010 and also works as a high school teacher. ClearView Investments serves a diverse client base, including high-net-worth individuals and institutional clients, offering personalized investment advisory and financial planning services. The firm primarily uses passive investment management with diversified portfolios and incorporates fundamental and technical analysis, managing accounts on a discretionary basis with quarterly reviews aligned to client objectives.
Leonard D
Series 63, Series 65
Jenison, MI
Clearview Investments, LLC
Leonard Debraber is a financial advisor with Clearview Investments, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at ClearView Financial, LLC since 2014 and previously at HBW Advisory Services LLC and HBW Insurance & Financial Services, Inc. Outside of advising, he has served as an independent contractor running the clock at Sparta High School basketball games since 1979. ClearView Investments serves individual clients, including high-net-worth individuals, as well as institutional and organizational clients. The firm primarily uses passive investment management through diversified portfolios of index mutual funds and ETFs, supplemented by fundamental and technical analysis, and the option to recommend third-party managers.
Karl H
Series 63, Series 65
Jenison, MI
Clearview Investments, LLC
Karl Holzhueter is a financial advisor with ClearView Investments, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with ClearView Financial LLC since 2007 and also has experience at HBW Insurance and Financial Services, Inc. since 2003. Holzhueter previously served in the Grand Rapids Police Department for 25 years. Outside of advising, he is an owner of CVI Properties. ClearView Investments serves individual and institutional clients, including high-net-worth individuals, offering investment advisory, financial and retirement planning, and assistance with account setup and outside manager selection. The firm primarily uses passive investment management with diversified portfolios of index funds and ETFs, incorporates fundamental and technical analysis, and generally manages accounts on a discretionary basis with periodic reviews.
Timothy D
Series 63, Series 65
Jenison, MI
Clearview Investments, LLC
Timothy Devries is a financial advisor at Clearview Investments, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clearview Financial LLC since 2007, previously serving at HBW Insurance and Financial Services and the City of Grand Rapids. Outside of his advisory role, he is an owner of CVI Properties. Clearview Investments serves individual clients, including high-net-worth individuals, as well as institutional and organizational clients. The firm employs a primarily passive investment approach, utilizing diversified portfolios of index funds and ETFs, combined with fundamental and technical analysis, and offers discretionary account management focused on clients’ objectives and retirement strategies.