Jeffrey Stukey
Jeffrey Stukey is a registered investment advisor at Strategic Navigators Private Wealth, based in Grand Rapids, MI, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 44 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual management fee. Sub-adviser's maximum annual management fee is 0.60%. Fees are negotiable based on the size of the account.
Fee Estimator
Location
4981 Cascade Road, Suite C, Grand Rapids, MI, 49546
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
Jeffrey is the president of Wealthspan Advisors, LLC, an independent financial planning practice, and Renown Advisors, LLC, an insurance marketing organization. He also serves as a member of Wealthspan Financial Partners, LLC, which creates insurance and financial technology, and is a managing member/IAR of Wealthspan Investment Management, LLC, dedicating nearly full-time hours to investment advisory services.
Employment History
Current Registrations
Strategic Navigators Private Wealth
Wealthspan Investment Management, LLC
Previous Registrations
Formula Folio Investments
Retirement Wealth Advisors, LLC
Wealth Financial Advisory Services, LLC
Renown Wealth Advisors, LLC
USA Wealth Management LLC
USA Financial Securities Corporation
State Registrations2 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.