John Stelman is a CFP-designated registered investment advisor, based in Shelby Twp, MI, with 31 years of industry experience.
Location
49314 Winchester Ct., Shelby Twp, MI, 48315
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an advisory representative of a RIA, spending about 10-20% of his time in this role. He is also an independent insurance agent for various independent insurance companies, dedicating a few hours per week, and the managing member of Stelman & Associates, LLC, and the owner of Stelman Financial Services, Inc, dedicating minimal time to these roles.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Acorn Wealth Advisors, LLC
Stelman & Associates, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
LPL Financial CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.