Unclaimed Profile

Steve Mark Osterink

ADVISORY ALPHA, LLC·HOLLAND, Michigan

Series 7, Series 24, Series 63, Series 66Clean record16 years registeredADVISORY ALPHA, LLC

348 S WAVERLY RD, HOLLAND, MI 49423CRD# 4994816Firm CRD# 158282

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steve Mark Osterink · HOLLAND, MI

Registration

CRD #4994816 · ADVISORY ALPHA, LLC · 16 years registered

Brand Profile

Not yet started

Career History

ADVISORY ALPHA, LLC

Jun 2011 – present

SIMPLICITY WEALTH

Apr 2019 – Dec 2021

SUMMIT, NJ

ALPHASTAR CAPITAL MANAGEMENT, LLC

Jun 2011 – Mar 2017

GRAND RAPIDS, MI

REGAL INVESTMENT ADVISORS LLC

Nov 2010 – Jun 2011

KENTWOOD, MI

SAGEPOINT FINANCIAL, INC.

Feb 2010 – Nov 2010

GRANDVILLE, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · February 2, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVISORY ALPHA, LLC

CRD 158282 · SEC 801-72499

AUM

$3.0B

Regulatory assets under management

Employees

20,609 client accounts

Services offered by ADVISORY ALPHA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ADVISORY ALPHA, LLC →

Introduction

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Frequently Asked Questions

What services does Steve Mark Osterink offer?

Steve Mark Osterink specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Michigan for a consultation.

What are Steve Mark Osterink's credentials?

Steve Mark Osterink is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steve Mark Osterink located?

Steve Mark Osterink is based in HOLLAND, Michigan, working with ADVISORY ALPHA, LLC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.

How does Steve Mark Osterink charge for services?

Steve Mark Osterink'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 ADVISORY ALPHA, LLC?

ADVISORY ALPHA, LLC has approximately 57 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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