Steven Osterink, financial advisor Holland MI
83 score

Steven Osterink

CRD Number: 1019935
Current Firm: Advisory Alpha, LLC

Steven Osterink (CRD# 1019935) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Sep 2013 - Current 3
Advisory Alpha, Llc (158282) Grand Rapids, MI Sep 2011 - Current 5
Independent Contractor Hamilton, MI Jan 1990 - Current 26
American Portfolios Financial Services Inc. Grand Rapids, MI Nov 2010 - Sep 2013 2
Self Employed Grandville, MI Jan 1992 - Dec 2012 20
Regal Investment Advisors LLC Kentsood, MI Jan 2011 - Apr 2012 1
Sagepoint Financial, Inc. Grandville, MI Dec 2005 - Nov 2010 4
Aig Financial Advisors, Inc. Phoenix, AZ Dec 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
S66 NASAA Uniform Combined State Law Examination Aug 2007
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Steven M. Osterink
Phone Number: 866-530-1400
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
  • 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)
Types of Clients
Registered States


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