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Stephen Michael Erb

CHESME, LLC·DEWITT, Michigan
Series 7, Series 24, Series 52, Series 53, Series 63, Series 65Clean record15 years registeredCHESME, LLC
240 S BRIDGE STREET, SUITE 110, DEWITT, MI 48820CRD# 2864035Firm CRD# 288631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Michael Erb · DEWITT, MI
Registration
CRD #2864035 · CHESME, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

ASSUREDPARTNERS INVESTMENT ADVISORS
Oct 2024 – present
CHESME CAPITAL MANAGEMENT
Dec 2017 – Nov 2024
DEWITT, MI
CHESME CAPITAL MANAGEMENT
Aug 2010 – Aug 2017
DEWITT, MI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 52
Series 53
Series 63
Series 65
Registration record
First registered · August 25, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHESME, LLC
CRD 288631 · SEC 801-110909
AUM
$649M
Regulatory assets under management
Employees
6
259 client accounts
Services offered by CHESME, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CHESME, LLC →
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05

Frequently Asked Questions

What services does Stephen Michael Erb offer?
Stephen Michael Erb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEWITT, Michigan for a consultation.
What are Stephen Michael Erb's credentials?
Stephen Michael Erb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Michael Erb located?
Stephen Michael Erb is based in DEWITT, Michigan, working with CHESME, LLC. Their office serves clients in the DEWITT metropolitan area and surrounding communities.
How does Stephen Michael Erb charge for services?
Stephen Michael Erb's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHESME, LLC?
CHESME, LLC has approximately 6 employees and manages $649M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHESME, LLC

Charles Henry Embs
DEWITT, MI
Douglas Joel Vaughn
DEWITT, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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