Steven Guipe (CRD# 7222119) is an Investment Advisor Representative working at Maner Wealth in Lansing, MI and has over 2 years of experience in the finance industry.
CRD# 2257195
Raymond James & Associates, Inc.
CRD# 4068287
J.p. Morgan Securities LLC
CRD# 6896222
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maner Wealth, LLC | Lansing, MI | Jun 2021 - Current | 2 |
| Maner Wealth, LLC | Lansing, MI | Jan 2021 - May 2021 | < 1 |
| Spring Arbor University | Spring Arbor, MI | Sep 2017 - May 2021 | 3 |
| Cg Financial Services | Williamston, MI | Jan 2020 - Nov 2020 | < 1 |
| North Salem State Bank | Danville, IN | May 2019 - Aug 2019 | < 1 |
| Hendrick's County Highway Department | Danville, IN | May 2018 - Aug 2018 | < 1 |
| Unemployed/summer Break | Danville, IN | Jun 2017 - Aug 2017 | < 1 |
| Danville Community High School | Danville, IN | Sep 2013 - Jun 2017 | 3 |
| West Central Suburban Soccer Federation | Danville, IN | Sep 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- MI
-
Total Assets Under Management173MILLIONS
-
Total Number of Accounts894ACCOUNTS
-
Average Account Value$193,170
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
MI, WI
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