Michael Stephani
Michael Stephani is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sturgeon Bay, WI, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
119 S Madison Ave, Sturgeon Bay, WI, 54235
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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
Michael runs operations and provides financial advice and investment management through Lake Edge Wealth Advisors and Stephani Wealth Management LLC, dedicating about half his time to each. He also sells National Guardian Life funeral trusts as an agent for Stephani Wealth Management, spends minimal time on the Sturgeon Bay School Board, and plays in a musical group as an independent contractor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations14 states
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