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Stefany Lynn Carrick

ERTS WEALTH ADVISORS, LLC·MARQUETTE, Michigan
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989 WEST WASHINGTON STREET, MARQUETTE, MI 49855CRD# 5956808Firm CRD# 289856
01

About

Stefany Lynn Carrick is a registered financial advisor based in MARQUETTE, Michigan, affiliated with ERTS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ERTS WEALTH ADVISORS, LLC
ERTS WEALTH ADVISORS, LLC
AUM
$567M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ERTS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5956808
Firm CRD# 289856
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stefany Lynn Carrick offer?
Stefany Lynn Carrick specializes in Financial Planning, Investment Management. Contact their office in MARQUETTE, Michigan for a consultation.
What are Stefany Lynn Carrick's credentials?
Stefany Lynn Carrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stefany Lynn Carrick located?
Stefany Lynn Carrick is based in MARQUETTE, Michigan, working with ERTS WEALTH ADVISORS, LLC. Their office serves clients in the MARQUETTE metropolitan area and surrounding communities.
How does Stefany Lynn Carrick charge for services?
Stefany Lynn Carrick'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 ERTS WEALTH ADVISORS, LLC?
ERTS WEALTH ADVISORS, LLC has approximately 12 employees and manages $567M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MARQUETTE
Jon Charles Mommaerts — ERTS WEALTH ADVISORS, LLCBruce Allan Roberts — ERTS WEALTH ADVISORS, LLC
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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