Stewardship Investment Services LLC

Stewardship Investment Services LLC (CRD# 318026) is a financial advisory firm headquartered in , . They manage $2,155,000 in 33 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/profile.php?id=100075365036444
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $65,303
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WV

Financial Advisors at Stewardship Investment Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cody Roos, financial advisor Kearneysville WV
Cody R. Roos
CRD#: 6694181
Kearneysville, WV

Cody Roos (CRD# 6694181) is an Investment Advisor Representative working at Stewardship Investment Services LLC in Kearneysville, WV and has over 7 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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