Steven Underriter (CRD# 6907175) is an Investment Advisor Representative working at Freedom Financial Planning Solutions, LLC in Grand Rapids, MI and has over 6 years of experience in the finance industry.
CRD# 2731310
Ameriprise Financial Services, LLC
CRD# 5983487
Edward Jones
CRD# 6747780
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Systems Planning & Analysis Inc. | Alexandria, VA | Dec 2020 - Current | 3 |
| Freedom Financial Planning Solutions, LLC | Grand Rapids, MI | Jul 2013 - Current | 10 |
| Capitol Defense Consulting, LLC | Ashburn, VA | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- MI
- VA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$192,229
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
MI, VA
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