Stewards Wealth Planning, LLC

Stewards Wealth Planning, LLC (CRD# 166307) is a financial advisory firm headquartered in Okemos, MI. They manage $57,050,000 in 800 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $71,313
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
The map below shows states where this firm has explicit registration only.

MI, NC

Financial Advisors at Stewards Wealth Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael B. Douglas
CRD#: 6592044
2190 Commons Parkway, Okemos, MI 48864

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.

2
Brian M. Pugh
CRD#: 7689743
2190 Commons Parkway, Okemos, MI 48864

Brian Pugh (CRD# 7689743) is an Investment Advisor Representative working at Stewards Wealth Planning, LLC in Okemos, MI and has 1 year of experience in the finance industry.

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