Charles Prudhomme
Principal COO, Lead Advisor, and Financial Planner at LVM Capital Management Ltd/mi
About
Charles (Chuck) Prudhomme is a Principal at LVM Capital Management, Ltd., based in Portage, Michigan, where he plays a key leadership role in both client advisory and the firm's internal operations. As a CERTIFIED FINANCIAL PLANNER™ professional and compliance officer, he is responsible for comprehensive wealth management, combining investment advice, portfolio management, and financial planning for individuals, high-net-worth families, charitable organizations, and institutional clients.
His specific expertise covers retirement planning, estate and generational planning, and charitable giving, with a strong emphasis on integrating asset management strategies for multi-generational wealth. LVM Capital Management manages nearly $1 billion in client assets, offering tailored investment solutions across major asset classes such as equities, fixed income, and alternatives, and extending services to small business owners and nonprofit entities as well.
Chuck holds an MBA from Western Michigan University and a bachelor’s degree from Wheaton College. With over 15 years of experience in the financial industry, he is an active member of national professional associations including NAPFA and FPA, and contributes to the advancement of compliance and planning standards within the sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| LVM Capital Management | Principal COO, Lead Advisor, and Financial Planner | May 2001 to Present | I am a Lead Advisor and Chief Operating Officer for tenured advisory team. I regularly meet with clients to simplify their finances by making recommendations in the areas of retirement and tax planni... |
| Mesirow Financial | Financial Planner, Registered Representative | Mar 1999 to May 2001 | Provided consulting to registered representatives and financial advisors on matters of personal finance for their clientele. Presented and developed presentations to customers and other registered rep... |
| Renaissance Inc. | Consultant | Jan 1994 to Jan 1998 | • Provided technical consultation to professional advisors on deferred and current gifts; most notably helping them to implement several hundred Charitable Remainder Trusts • Consulted top estate plan... |
Education
Western Michigan University - Haworth College of Business
MBA, Management
2007 — 2011
College for Financial Planning
Financial Planning
1996 — 2000
Wheaton College
Bachelor of Arts, Business and Economics
1988 — 1992
Others at LVM Capital Management Ltd/mi (1)
| Name | Role | Location |
|---|---|---|
D Dave Cleveland | Principal | Portage, MI , United States |