Steven Wilbourn, financial advisor Okemos MI

Steven Wilbourn

CRD Number: 6697829
Current Firm: Financial Strategies Group, Inc.

Steven Wilbourn (CRD# 6697829) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Strategies Group, Inc. Okemos, MI Jun 2019 - Current 1
Royal Alliance Associates, Inc. Southfield, MI Nov 2018 - Jun 2019 < 1
Michigan Financial Companies Southfield, MI Jul 2016 - Jun 2019 2
Sii Southfield, MI Aug 2016 - Nov 2018 2
Transamerica Agency Network Southfield, MI Jun 2015 - Jun 2016 1
Liggett Vector Brands Brighton, MI Apr 2011 - Jun 2015 4
Dr Pepper/snapple Group Redford, MI Feb 2010 - Apr 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Steven C. Wilbourn
Phone Number: (517) 347-4337
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    294
    MILLIONS
  • Total Number of Accounts
    2,374
    ACCOUNTS
  • Average Account Value
    $123,864
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, MI, NC, OH, TX

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