Stephanie Mushna, financial advisor Grand Rapids MI
93 score

Stephanie Mushna

CRD Number: 6245822
Current Firm: Grand Wealth Management, LLC

Stephanie Mushna (CRD# 6245822) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry. Stephanie Mushna 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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Professional Designations
Company Name Location Dates Years
Grand Wealth Management, LLC Grand Rapids, MI Feb 2018 - Current < 1
Portfolio Solutions Troy, MI Apr 2017 - Jan 2018 < 1
Girard Securities Bringham Farms, MI Sep 2014 - Mar 2017 2
Financial Independents Lansing, MD Sep 2013 - Sep 2014 1
Dominion Investor Services, Inc. Horseshoe Bay, TX Sep 2013 - Sep 2014 1
Central Michigan University Mt. Pleasant, MI Aug 2009 - Aug 2013 4
Undergraduate Academic Service Mt. Pleasant, MI Aug 2012 - May 2013 < 1
Michigan First Credit Union Lathrop Village, MI Aug 2012 - Aug 2012 < 1
Wet Seal Novi, MI Nov 2011 - Jan 2012 < 1
South Lyon Recreation South Lyon, MI May 2010 - Aug 2011 1
Coach Novi, MI Nov 2010 - Jan 2011 < 1
Lake Street Tavern South Lyon, MI Jun 2010 - Aug 2010 < 1
Forever 21 Novi, MI Nov 2009 - Jan 2010 < 1
South Lyon High School South Lyon, MI Aug 2005 - Jul 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Stephanie A. Mushna
Phone Number: (616) 451-4228
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    222
    MILLIONS
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $691,640
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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