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STEPHENS CONSULTING, LLC
STEPHENS CONSULTING, LLC
FLINT, Michigan
·
2 registered advisors
·
CRD# 308970
SEC# 801-122003
3
810-732-7411
01
Firm Overview
AUM
$918M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STEPHENS CONSULTING, LLC
2 registered advisors
Kimberly Ann Desempelaere Waldman
FLINT, Michigan
CRD# 6890428
Sheryl Elaine Stephens
FLINT, Michigan
CRD# 835546
05
Office Locations
FLINT, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. STEPHENS CONSULTING, LLC (CRD# 308970) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.