Stephanie Squires (CRD# 5705226) is an Investment Advisor Representative working at Colloquium Asset Management, Inc. in Canton, MI and has over 12 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Investment Services, LLC | Livonia, MI | May 2022 - Current | 2 |
| Colloquium Asset Management, Inc. | Livonia, MI | May 2019 - Current | 5 |
| Scs Capital, LLC | Plymouth, MI | Nov 2012 - Current | 11 |
| Robert G. Lorente Law Practice | Livonia, MI | Nov 2012 - Current | 11 |
| Great Point Capital, LLC | Chicago, IL | Jan 2019 - Dec 2020 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2015 - Jan 2019 | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2015 - Jan 2019 | 3 |
| Concorde Asset Management | Troy, MI | Mar 2012 - Apr 2015 | 3 |
| Concorde Investment Services, LLC | Troy, MI | Feb 2012 - Apr 2015 | 3 |
| The Financial Solutions Network | Columbus, OH | Feb 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- MI
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$171,689
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MI
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