Stephen Schiestel
CRD Number: 7076674Current Firm: Grand Capital Advisors, LLC
Compensation Model: Fee Only
Stephen Schiestel (CRD# 7076674) is an Investment Advisor Representative working at Grand Capital Advisors, LLC in Grand Blanc, MI and has 19 year of experience in the wealth management industry. Steve has obtained the Chartered Financial Advisor® (CFA®) designation. The CFA designation is arguably the most respected designation in finance with a weighted average pass rate around 11%. To obtain this designation, candidates sit for three exams, each requiring a minimum of 300 hours of intense study. Steve has also obtained a Master of Business Administration (MBA) from Michigan State University and a Bachelor of Business Administration (BBA) in Finance from the University of Michigan-Flint..
Steve is also a full-time fixed-term professor of finance in the Broad College of Business at Michigan State University. In addition to teaching, Steve is the director of the Financial Planning and Wealth Management program.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6080268
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grand Capital Advisors, LLC | Grand Blanc, MI | Feb 2019 - Current | 5 |
| Michigan State University | East Lansing, MI | Aug 2014 - Current | 9 |
| Firstmerit Bank | Flint, MI | Aug 1999 - Mar 2015 | 15 |
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts215ACCOUNTS
-
Average Account Value$428,988
- 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
MI, TX
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 derived from SEC.gov data covering 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.
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.