Michael Stephani, financial advisor Sturgeon Bay WI

Michael Stephani

CRD Number: 5289404
Current Firm: Raymond James Financial Services Advisors, Inc.

Michael Stephani (CRD# 5289404) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sturgeon Bay, WI and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lighthouse Wealth Advisory Group, LLC Sturgeon Bay, WI Oct 2021 - Current 2
Final Expense Trust Sturgeon Bay, WI Nov 2019 - Current 4
Stephani Wealth Management Sturgeon Bay, WI Sep 2019 - Current 4
Cape Financial Group Sturgeon Bay, WI Sep 2019 - Current 4
Cape Financial Group Sturgeon Bay, WI Sep 2019 - Current 4
Raymond James Financial Services Advisors Sturgeon Bay, WI Apr 2007 - Current 16
Raymond James Financial Services Sturgeon Bay, WI Feb 2007 - Current 17
Blahnik Investment Group Sturgeon Bay, WI Feb 2012 - Sep 2019 7
Blahnik Investment Group Sturgeon Bay, WI Oct 2013 - Oct 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Michael S. Stephani
Phone Number: 727-567-3020
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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