Services – John M. Lugauer, CFP® – Investment Centers of America – Kalamazoo: (269) 679-2636 – Toll Free: (888) 422-3267

Our Services

My mission as your personal investment representative is to provide understandable strategies based on your individual values, goals, and objectives. I believe in long-term relationships, uncompromised quality and a high standard of honesty and integrity.

I strive to help people prepare personally and financially for the different phases of life. My goal is to provide security and greater financial confidence for my clients, as I aspire to be a trusted and reliable resource.

If you want to work with an investment professional committed to you and your family, please feel free to contact me for a complimentary consultation to determine if I can provide value or a second opinion of your current portfolio.

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River Financial Planners - John M. Lugauer, CFP® , Roger D. Haag, CFP®

Kalamazoo: (269) 679-2636 | Norton Shores: (231) 798-0007

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Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, IA, IL, IN, KS, LA, MI, MT, NC, NM, OH, OK, PA, SC, TX, UT, WA, WI, WV, WY

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.