Convert Financial Services LLC

Convert Financial Services LLC (CRD# 317759) is a financial advisory firm headquartered in , . They manage $677,684 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $39,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Convert Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shawn Stressman, financial advisor Mt Pleasant MI
Shawn R. Stressman
CRD#: 7475511
Mt Pleasant, MI

Shawn Stressman (CRD# 7475511) is an Investment Advisor Representative working at Convert Financial Services LLC in Mt Pleasant, MI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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