Michael Douglas (CRD# 6592044) is an Investment Advisor Representative working at Stewards Wealth Planning, LLC in Okemos, MI and has over 10 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 5739197
Mml Investors Services, LLC
CRD# 2257195
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Stewards Wealth Planning, LLC | Okemos, MI | Dec 2015 - Current | 8 |
Lifeplan Financial Design Inc. | Okemos, MI | Jun 2015 - Current | 8 |
Mount Hope Church | Williamston, MI | Feb 2003 - Current | 21 |
Douglas Financial Group, LLC | Howell, MI | Apr 2014 - May 2016 | 2 |
Dr. Pepper Snapple Group | Grand Ledge, MI | Apr 2009 - Dec 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- NC
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts659ACCOUNTS
-
Average Account Value$113,809
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MI, NC
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