John SteinCRD Number: 2991314
Current Firm: Schechter Investment Advisors, LLC
John Stein (CRD# 2991314) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 6 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
|Schechter Investment Advisors, LLC||Birmingham, MI||Jan 2014 - Current||2|
|Telemus Capital LLC||Southfield, MI||Aug 2013 - Dec 2013||< 1|
|Telemus Investment Management LLC||Southfield, MI||Sep 2007 - Aug 2013||5|
|Telemus Wealth Advisors LLC||Southfield, MI||Sep 2007 - Aug 2013||5|
|Telemus Capital Partners LLC||Southfield, MI||Sep 2007 - Aug 2013||5|
|Telemus Investment Brokers LLC||Southfield, MI||Jun 2010 - Dec 2012||2|
|Price, Waterhouse, Coopers||Detroit, MI||Jul 1998 - Aug 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2010|
|S65||NASAA Investment Advisors Law Examination||Apr 2010|
Total Assets Under Management661MILLIONS
Total Number of Accounts420ACCOUNTS
Average Account Value$1,572,784
- A percentage of assets under your management
- 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
FL, MI, TX
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.