Steven Hartman (CRD# 3211976) is an Investment Advisor Representative working at Huntington Financial Advisors in Burton, MI and has over 17 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 5480510
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investement Company | Frankenmuth, MI | Aug 2019 - Current | 4 |
| Cuna Mutual Group | Waverly, IA | Apr 2015 - Aug 2019 | 4 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Apr 2015 - Aug 2019 | 4 |
| Lpl Financial | Howell, MI | Nov 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- MI
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
-
Average Account Value$157,688
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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