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.

Similar Advisors
Greg Brown, financial advisor Ann Arbor MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Score
105
Similar Advisors
Andrea Darden, financial advisor Ann Arbor MI
Andrea B. Darden
CRD# 4395802
Chisholm & Darden Investment Advisors, Inc.
Score
103
Similar Advisors
Robert Schmansky, financial advisor Ann Arbor MI
Robert Schmansky
CRD# 4530174
Clear Financial Advisors, LLC
Score
103
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
    44
    MILLIONS
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $215,380
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

MI, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.