Todd Ackermann (CRD# 2030049) is an Investment Advisor Representative working at Stewardship Trust Advisors in Grandville, MI and has over 34 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Pilgrims Capital Advisors, Inc D/b/a Stewardship Trust Advisors, | 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 | Byron Center, MI | Mar 2013 - Jun 2023 | 10 |
Ackerman Financial | Grand Rapids, MI | Jun 2010 - Jun 2023 | 13 |
Stewardship Legacy Coaching, LLC | Byron Center, MI | Apr 2002 - Jun 2023 | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1990 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- MI
- TX
-
Total Assets Under Management195MILLIONS
-
Total Number of Accounts915ACCOUNTS
-
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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