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Lisa Yvonne Behm

STONEBROOK PRIVATE INC.·NORTHVILLE, Michigan
SIE, Series 7, Series 9, Series 10, Series 63Clean recordSTONEBROOK PRIVATE INC.
182 E MAIN STREET, NORTHVILLE, MI 48167CRD# 1974736Firm CRD# 325434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Yvonne Behm · NORTHVILLE, MI
Registration
CRD #1974736 · STONEBROOK PRIVATE INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STONEBROOK PRIVATE INC.
CRD 325434 · SEC 801-127617
AUM
$657M
Regulatory assets under management
Employees
6
1,824 client accounts
Services offered by STONEBROOK PRIVATE INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STONEBROOK PRIVATE INC. →
Introduction

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Frequently Asked Questions

What services does Lisa Yvonne Behm offer?
Lisa Yvonne Behm specializes in Financial Planning, Investment Management. Contact their office in NORTHVILLE, Michigan for a consultation.
What are Lisa Yvonne Behm's credentials?
Lisa Yvonne Behm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Yvonne Behm located?
Lisa Yvonne Behm is based in NORTHVILLE, Michigan, working with STONEBROOK PRIVATE INC.. Their office serves clients in the NORTHVILLE metropolitan area and surrounding communities.
How does Lisa Yvonne Behm charge for services?
Lisa Yvonne Behm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEBROOK PRIVATE INC.?
STONEBROOK PRIVATE INC. has approximately 6 employees and manages $657M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STONEBROOK PRIVATE INC.

Todd Duncan Knickerbocker
NORTHVILLE, MI
Spencer James Knickerbocker
NORTHVILLE, MI
CFP

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