John Stein, financial advisor Birmingham MI
96 score

John Stein

CRD 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.

Similar Advisors
Greg Brown, financial advisor Birmingham MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Similar Advisors
James Carnaghi, financial advisor Birmingham MI
James R. Carnaghi
CRD# 6431871
Similar Advisors
Ryan Fedricks, financial advisor Birmingham MI
Ryan L. Fedricks
CRD# 6177716
Plante Moran Financial Advisors
Professional Designations
Company Name Location Dates Years
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
Contact Info for John E. Stein
Phone Number: 248-731-9500
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
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.