Stephen Morman, financial advisor Ann Arbor MI
93 score

Stephen Morman

CRD Number: 1326740
Current Firm: Four Financial Management

Stephen Morman (CRD# 1326740) is an Investment Advisor Representative working at Four Financial Management in Ann Arbor, MI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Four Financial Management Ann Arbor, MI Oct 2016 - Current 1
Provizr Ann Arbor, MI Sep 2015 - Current 2
Lpl Financial LLC Ann Arbor, MI Nov 2008 - Current 9
H&r Block Financial Advisors, Inc. Ann Arbor, MI Aug 1984 - Nov 2008 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Mar 2001
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Stephen M. Morman
Phone Number: 734-272-4322
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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