Stewards Wealth Planning, LLC
Stewards Wealth Planning, LLC (CRD# 166307) is a financial advisory firm headquartered in Okemos, MI. They manage $75,000,000 in 659 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Stewards Wealth Planning, LLC
By the Numbers
-
Total Assets Under Management75MILLION
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Total Number of Accounts659ACCOUNTS
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Average Account Value$113,809
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, NC
Financial Advisors at Stewards Wealth Planning, LLC
1
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.
2
Brian Pugh (CRD# 7689743) is an Investment Advisor Representative working at Stewards Wealth Planning, LLC in Okemos, MI and has 1 year of experience in the finance industry.
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