Michael Douglas, financial advisor Okemos MI

Michael Douglas

CRD Number: 6592044
Current Firm: Stewards Wealth Planning, LLC

Michael Douglas (CRD# 6592044) is an Investment Advisor Representative working at Stewards Wealth Planning, LLC in Okemos, MI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Stewards Wealth Planning, LLC Okemos, MI Dec 2015 - Current 8
Lifeplan Financial Design Inc. Okemos, MI Jun 2015 - Current 8
Douglas Financial Group, LLC Howell, MI Apr 2014 - Current 10
Mount Hope Church Williamston, MI Feb 2003 - Current 21
Dr. Pepper Snapple Group Grand Ledge, MI Apr 2009 - Dec 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Michael B. Douglas
Phone Number: 517 323 7526
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    655
    ACCOUNTS
  • Average Account Value
    $107,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MI, NC

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