Mark Stephens, financial advisor Grand Rapids MI
93 score

Mark Stephens

CRD Number: 4498919
Current Firm: Waddell & Reed

Mark Stephens (CRD# 4498919) is an Investment Advisor Representative working at Waddell & Reed in Grand Rapids, MI and has over 14 years of experience in the finance industry.

Similar Advisors
Robert Gabridge, financial advisor Grand Rapids MI
Robert J. Gabridge
CRD# 5051596
Gabridge & Company Financial Advisors, LLC
Score
101
Similar Advisors
Bradley Maclachlan, financial advisor Grand Rapids MI
Bradley R. Maclachlan
CRD# 5902736
Robert W. Baird & Company Incorporated
Score
101
Similar Advisors
Jana Plaisier, financial advisor Grand Rapids MI
Jana M. Plaisier
CRD# 1590785
Plaisier Financial Group LLC
Score
101
Company Name Location Dates Years
Mark Stephens, LLC Rockford, MI Apr 2012 - Current 4
Mark Stephens - Pitching Instructor Rockford, MI Jan 2012 - Current 4
Various Insurance Carriers For W & R Insurance Agencies Rockford, MI Apr 2002 - Current 14
Waddell & Reed, Inc. Grand Rapids, MI Jan 2002 - Current 14
Michigan Dental Association Foundation Okemos, MI Jul 2006 - May 2015 8
Deano's Lighting Inc. Grand Rapids, MI Sep 1993 - Jan 2012 18
Self-employed Rockford, MI Jan 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Mark J. Stephens
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • SC
  • VA
  • MI
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Mark Stephens and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.