Steven O'mara (CRD# 7142734) is an Investment Advisor Representative working at Brown Financial Planning LLC in Essexville, MI and has over 5 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Contracting | Midland, MI | Jan 1996 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- MI
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts156ACCOUNTS
-
Average Account Value$75,620
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
MI
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