Stewardship Financial

Stewardship Financial (CRD# 281386) is a financial advisory firm headquartered in Gilbert, AZ. They manage $4,875,000 in 116 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $42,026
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, CO, TX

Financial Advisors at Stewardship Financial
Showing 1 - 3 of 3 top financial advisors.
1
Jake A. Norton
CRD#: 5979082
1094 S Gilbert Rd #210, Gilbert, AZ 85296
93
Wealthminder
score

Jake Norton (CRD# 5979082) is an Investment Advisor Representative working at Stewardship Financial in Gilbert, AZ and has over 6 years of experience in the finance industry.

2
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 7 years of experience in the finance industry.

3
Kyle S. Holehouse
CRD#: 6432079
1094 S Gilbert Rd #210, Gilbert, AZ 85296
90
Wealthminder
score

Kyle Holehouse (CRD# 6432079) is an Investment Advisor Representative working at Stewardship Financial in Gilbert, AZ and has over 3 years of experience in the finance industry.

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