Stephen Oberlin
Stephen Oberlin is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is involved in rental real estate through Windchill LLC since 2016. He spends a few hours per week on this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
State Registrations33 states
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