Steven Bliss, financial advisor Grand Blanc MI
96 score

Steven Bliss

CRD Number: 1085669
Current Firm: Acorn Wealth Advisors, LLC

Steven Bliss (CRD# 1085669) is an Investment Advisor Representative working at Acorn Wealth Advisors, LLC in Grand Blanc, MI and has over 35 years of experience in the finance industry. Steven Bliss 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.

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Professional Designations
Company Name Location Dates Years
Acorn Wealth Advisors, LLC Grand Blanc, MI May 2014 - Current 3
Ids Life Insurance Company Grand Blanc, MI Dec 1982 - Current 35
American Express Financial Advisors Inc. Grand Blanc, MI Feb 1983 - May 2014 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
Contact Info for Steven C. Bliss
Phone Number: 810-953-4444
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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