Steven Enders
Steven Enders is a registered investment advisor at Osaic Wealth, INC., based in Utica, MI, with 42 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
8344 Hall Road, Suite 211, Utica, MI, 48317
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2023Customer Dispute
March 2012Customer Dispute
October 2008Customer Dispute
January 2003Customer Dispute
December 1997Other Business ActivitiesSells Insurance
Steven works for Michigan Financial Companies as a Registered Financial Consultant, focusing on both fixed insurance products and securities. He dedicates a few hours per week to fixed annuities and non-variable insurance, and nearly full-time to securities, investment advisory, and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Cetera Investment Advisers LLC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Pruco Securities CorporationBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.