Michael Stewart, financial advisor Harrisburg IL

Michael Stewart

CRD Number: 2112008
Current Firm: Ameriprise Financial Services, LLC

Michael Stewart (CRD# 2112008) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harrisburg, IL and has over 33 years of experience in the finance industry. Michael Stewart 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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Securities America Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, LLC Harrisburg, IL Oct 2021 - Current 2
Harrisburg High School Harrisburg, IL Sep 2019 - Oct 2021 2
Raymond James Financial Services, Inc. Harrisburg, IL Jun 2014 - Oct 2021 7
Raymond James Financial Services Advisors Inc. Harrisburg, IL Jun 2014 - Oct 2021 7
Michael Stewart & Associates, LLC Harrisburg, IL Jun 2014 - Oct 2021 7
Conerstone National Insurance Co Jefferson City, MO May 2002 - Oct 2021 19
Lazy Moon, LLC Harrisburg, IL Sep 2000 - Oct 2021 21
Jay Farms LLC Harrisburg, IL Feb 2000 - Oct 2021 21
Small Blades Inc Aka Evergreen Pines Land Trust Harrisburg, IL Dec 1996 - Oct 2021 24
Blue 45, Inc. Harrisburg, IL Sep 1993 - Dec 2014 21
Edward D. Jones & Company, LP Harrisburg, IL Aug 1990 - Jun 2014 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S66 NASAA Uniform Combined State Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael S. Stewart
Phone Number: 612-671-3131
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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