Craig Ackermann (CRD# 4187403) is an Investment Advisor Representative working at Stewardship Trust Advisors in Grandville, MI and has over 23 years of experience in the finance industry. Craig Ackermann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pilgrims Capital Advisors, Inc Dba Stewardship Trust Advisors In | Grandville, MI | Jun 2023 - Current | < 1 |
| United Planners' Financial Services | Scottsdale, AZ | Feb 2011 - Jul 2023 | 12 |
| Stewardship Estate Planning | Byron Center, MI | Jul 2014 - Jun 2023 | 8 |
| Stewardship Advisory Group | Ocoee, FL | Mar 2013 - Jun 2023 | 10 |
| Stewardship Legacy Coaching, LLC | Byron Center, MI | Apr 2002 - Jun 2023 | 21 |
| Ackerman Financial | Grand Rapids, MI | Mar 2001 - Jun 2023 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- MI
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Total Assets Under Management195MILLIONS
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Total Number of Accounts915ACCOUNTS
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Average Account Value$213,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MI
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