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Stephen Michael Erb

CHESME, LLC·DEWITT, Michigan
Clean recordCHESME, 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Michael Erb is a registered financial advisor based in DEWITT, Michigan, affiliated with CHESME, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CHESME, LLC
CHESME CAPITAL MANAGEMENT
AUM
$649M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CHESME, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2864035
Firm CRD# 288631
View on FINRA BrokerCheck →

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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

Angela Kohleen Chisman
DEWITT, MI
Douglas Joel Vaughn
DEWITT, MI
Charles Henry Embs
DEWITT, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in MichiganNational Fee Analysis
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