Gregory Stewart (CRD# 6919776) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Tecumseh, MI and has over 5 years of experience in the finance industry.
CRD# 2146399
Venture Visionary Partners LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4704559
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Hantz Financial Services | Southfeild, MI | May 2018 - Current | 6 |
Adrian College | Adrian, MI | Sep 2017 - Apr 2018 | < 1 |
Singh | Canton, MI | May 2017 - Aug 2017 | < 1 |
Adrian College | Adrian, MI | Aug 2014 - Apr 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- MI
-
Total Assets Under Management6,389MILLIONS
-
Total Number of Accounts112,547ACCOUNTS
-
Average Account Value$56,765
- 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
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.