Unclaimed Profile

Steven Mark Osterink

ADVISORY ALPHA, LLC·HOLLAND, Michigan

SIE, Series 7, Series 24, Series 27, Series 63, Series 66, Series 99TO18 years registeredADVISORY ALPHA, LLC

348 S WAVERLY RD, HOLLAND, MI 49423CRD# 1019935Firm CRD# 158282

Profile Verification

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

Identity

Steven Mark Osterink · HOLLAND, MI

Registration

CRD #1019935 · ADVISORY ALPHA, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVISORY ALPHA, LLC

ADVISORY ALPHA, LLC

Oct 2011 – Oct 2024

HOLLAND, MI

REGAL INVESTMENT ADVISORS LLC

Jan 2011 – Apr 2012

KENTWOOD, MI

SAGEPOINT FINANCIAL, INC.

Oct 2007 – Nov 2010

GRANDVILLE, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 66

Series 99TO

Registration record

First registered · October 12, 2007

Years registered · 18

Disclosure History

2004Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Steven Mark Osterink offer?

Steven Mark Osterink specializes in Financial Planning, Investment Management, Wealth Management.

What are Steven Mark Osterink's credentials?

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

Where is Steven Mark Osterink located?

Steven Mark Osterink is based in HOLLAND, Michigan, last registered with ADVISORY ALPHA, LLC.

How does Steven Mark Osterink charge for services?

Steven 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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