Stephan Stoimenoff
Stephan Stoimenoff is a registered investment advisor at Osaic Wealth, INC., based in Grand Rapids, MI, with 15 years of industry experience. Stephan 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
4981 Cascade Rd SE, Suite A, Grand Rapids, MI, 49504
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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
Stephan is a partner at Stoimenoff Financial, LLC, and also involved with Michigan Financial Companies and Scheffler & Stoimenoff Asset Management, where he focuses on sales/marketing of securities, investment advisory, fixed annuities, and non-variable insurance products. He also occasionally assists clients with Medicare Supplement insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations6 states
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