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Stefany Lynn Carrick

ERTS WEALTH ADVISORS, LLC·MARQUETTE, Michigan
SIE, Series 6, Series 63Clean recordERTS WEALTH ADVISORS, LLC
989 WEST WASHINGTON STREET, MARQUETTE, MI 49855CRD# 5956808Firm CRD# 289856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stefany Lynn Carrick · MARQUETTE, MI
Registration
CRD #5956808 · ERTS WEALTH ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ERTS WEALTH ADVISORS, LLC
CRD 289856 · SEC 801-112254
AUM
$567M
Regulatory assets under management
Employees
12
2,581 client accounts
Services offered by ERTS WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ERTS WEALTH ADVISORS, LLC →
Introduction

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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 at ERTS WEALTH ADVISORS, LLC

Jon Charles Mommaerts
MARQUETTE, MI
CFP
Bruce Allan Roberts
MARQUETTE, MI
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
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