Stewards Advisory Services
Stewards Advisory Services (CRD# 295694) is a financial advisory firm headquartered in Marion, IA. They manage $100,490,771 in 246 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management100MILLION
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Total Number of Accounts246ACCOUNTS
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Average Account Value$408,499
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, NJ, TX
Financial Advisors at Stewards Advisory Services
1
Andrew Tuecke (CRD# 5490991) is an Investment Advisor Representative working at Stewards Advisory Services in Marion, IA and has 1 year of experience in the finance industry.
2
John Jackson (CRD# 7467253) is an Investment Advisor Representative working at Stewards Advisory Services in Marion, IA and has over 2 years of experience in the finance industry.
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