Stephens Consulting, LLC
Stephens Consulting, LLC (CRD# 308970) is a financial advisory firm headquartered in Flint, MI. They manage $918,431,173 in 2,879 accounts and serve the financial needs of clients across 16 states (or territories).
-
Total Assets Under Management918MILLION
-
Total Number of Accounts2,879ACCOUNTS
-
Average Account Value$319,010
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, GA, IL, IN, MA, MI, MO, NC, NE, NH, NJ, NY, OH, TX, VA
Victoria Boswell (CRD# 2615937) is an Investment Advisor Representative working at Stephens Consulting, LLC in Tampa, FL and has over 27 years of experience in the finance industry.
Jill Carr (CRD# 4499805) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 20 years of experience in the finance industry.
Jason Guenther (CRD# 4237658) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 23 years of experience in the finance industry.
Alexa Kane (CRD# 5970103) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 10 years of experience in the finance industry.
Jessica Schlanderer (CRD# 6514110) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 8 years of experience in the finance industry.
Sheryl Stephens (CRD# 835546) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 29 years of experience in the finance industry.
Tyler Stephens (CRD# 5532190) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 9 years of experience in the finance industry.
Tonia Wander (CRD# 5747836) is an Investment Advisor Representative working at Stephens Consulting, LLC in Dexter, MI and has 1 year of experience in the finance industry.