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Sheryl Elaine Stephens

STEPHENS CONSULTING, LLC·FLINT, Michigan
Unclaimed Profile
5206 GATEWAY CENTRE, FLINT, MI 48507CRD# 835546Firm CRD# 308970
01

About

Sheryl Elaine Stephens is a registered financial advisor based in FLINT, Michigan, affiliated with STEPHENS CONSULTING, 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
03

Firm Overview

Firm
STEPHENS CONSULTING, LLC
STEPHENS CONSULTING, LLC
AUM
$918M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at STEPHENS CONSULTING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 835546
Firm CRD# 308970
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sheryl Elaine Stephens offer?
Sheryl Elaine Stephens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FLINT, Michigan for a consultation.
What are Sheryl Elaine Stephens's credentials?
Sheryl Elaine Stephens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheryl Elaine Stephens located?
Sheryl Elaine Stephens is based in FLINT, Michigan, working with STEPHENS CONSULTING, LLC. Their office serves clients in the FLINT metropolitan area and surrounding communities.
How does Sheryl Elaine Stephens charge for services?
Sheryl Elaine Stephens's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEPHENS CONSULTING, LLC?
STEPHENS CONSULTING, LLC has approximately 22 employees and manages $918M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FLINT
Laurie Patricia Torrey — RACHOR INVESTMENT ADVISORY SERVICES, LLCKathleen Ann Fox — RACHOR INVESTMENT ADVISORY SERVICES, LLCMichael Robert Spencer — M.R. SPENCER ADVISORY SERVICES L.L.C.Robert Thomas Taylor — TAYLOR & MORGAN WEALTH MANAGEMENT, LLCJoel Philip Lagore — OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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