Stewardship Financial

Stewardship Financial (CRD# 281386) is a financial advisory firm headquartered in Gilbert, AZ. They manage $1,300,000 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $37,143
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, TX

Financial Advisors at Stewardship Financial
Showing 1 - 2 of 2 top financial advisors.
1
Jeremy E. Sharp
CRD#: 5814705
1094 S Gilbert Rd #210, Gilbert, AZ 85296
93
Wealthminder
score

Jeremy Sharp (CRD# 5814705) is an Investment Advisor Representative working at Stewardship Financial in Gilbert, AZ and has over 6 years of experience in the finance industry.

2
Jake A. Norton
CRD#: 5979082
1094 S Gilbert Rd #210, Gilbert, AZ 85296
90
Wealthminder
score

Jake Norton (CRD# 5979082) is an Investment Advisor Representative working at Stewardship Financial in Gilbert, AZ and has over 4 years of experience in the finance industry.

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