Stewardship Financial Plainning, LLC

Stewardship Financial Plainning, LLC (CRD# 117826) is a financial advisory firm headquartered in , . They manage $34,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $170,000
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at Stewardship Financial Plainning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert J. Corey
CRD#: 4482727
Readfield, ME
90
Wealthminder
score

Robert Corey (CRD# 4482727) is an Investment Advisor Representative working at Stewardship Financial Plainning, LLC in Readfield, ME and has 1 year of experience in the finance industry. Robert Corey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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