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Laurie Sue Stegenga

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.·SALINE, Michigan
Clean record16 years registeredFORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
1205 INDUSTRIAL DRIVE, SALINE, MI 48176CRD# 5517177Firm CRD# 147014

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laurie Sue Stegenga · SALINE, MI
Registration
CRD #5517177 · FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
Jan 2010 – present
02

Registrations & Exams

Registration record
First registered · January 7, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
CRD 147014 · SEC 801-81193
AUM
$253M
Regulatory assets under management
Employees
7
915 client accounts
Services offered by FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
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
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Laurie Sue Stegenga offer?
Laurie Sue Stegenga specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALINE, Michigan for a consultation.
What are Laurie Sue Stegenga's credentials?
Laurie Sue Stegenga is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurie Sue Stegenga located?
Laurie Sue Stegenga is based in SALINE, Michigan, working with FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.. Their office serves clients in the SALINE metropolitan area and surrounding communities.
How does Laurie Sue Stegenga charge for services?
Laurie Sue Stegenga'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 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.?
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. has approximately 7 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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