Stephens Consulting, LLC

Stephens Consulting, LLC (CRD# 308970) is a financial advisory firm headquartered in Flint, MI. They manage $918,431,173 in 2,879 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    918
    MILLION
  • Total Number of Accounts
    2,879
    ACCOUNTS
  • Average Account Value
    $319,010
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, MA, MI, MO, NC, NE, NH, NJ, NY, OH, TX, VA

Financial Advisors at Stephens Consulting, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Victoria A. Boswell
CRD#: 2615937
Tampa, FL

Victoria Boswell (CRD# 2615937) is an Investment Advisor Representative working at Stephens Consulting, LLC in Tampa, FL and has over 27 years of experience in the finance industry.

2
Jill R. Carr
CRD#: 4499805
5206 Gateway Centre, Suite 300, Flint, MI 48507

Jill Carr (CRD# 4499805) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 20 years of experience in the finance industry.

3
Jason A. Guenther
CRD#: 4237658
5206 Gateway Centre, Suite 300, Flint, MI 48507

Jason Guenther (CRD# 4237658) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 23 years of experience in the finance industry.

4
Melissa Joy
CRD#: 3233879
5206 Gateway Centre, Suite 300, Flint, MI 48507
Melissa Joy (CRD# 3233879) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 12 years of experience in the finance industry.
5
Alexa J. Kane
CRD#: 5970103
5206 Gateway Centre, Suite 300, Flint, MI 48507

Alexa Kane (CRD# 5970103) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 10 years of experience in the finance industry.

6
Jessica E. Schlanderer
CRD#: 6514110
5206 Gateway Centre, Suite 300, Flint, MI 48507

Jessica Schlanderer (CRD# 6514110) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 8 years of experience in the finance industry.

7
Sheryl E. Stephens
CRD#: 835546
5206 Gateway Centre, Suite 300, Flint, MI 48507

Sheryl Stephens (CRD# 835546) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 29 years of experience in the finance industry.

8
Tyler J. Stephens
CRD#: 5532190
5206 Gateway Centre, Suite 300, Flint, MI 48507

Tyler Stephens (CRD# 5532190) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 8 years of experience in the finance industry.

9
Tonia M. Wander
CRD#: 5747836
8031 Main Street, Suite 302, Dexter, MI 48130

Tonia Wander (CRD# 5747836) is an Investment Advisor Representative working at Stephens Consulting, LLC in Dexter, MI and has 1 year of experience in the finance industry.

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