David Stephan
David Stephan is a registered investment advisor at Cetera Investment Advisers LLC, based in Grandville, MI, with 10 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4120 Chicago Dr Sw, Ste 4, Grandville, MI, 49418
Get directionsHistory
Regulatory History (1)
Financial
July 2019Other Business Activities
David owns Stephan Accounting & Tax, Inc. since 2008, providing accounting, tax preparation, and related services, with time commitment varying based on the time of year. David is also a financial advisor with Summit Financial Networks since 2020, dedicating full-time hours to financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations25 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.
Exams
More Advisors
- Richard LeistCetera Investment Advisers LLC
- Bernard AndersenCetera Investment Advisers LLC
- Edward Postma, CFPLPL Financial LLC
- David Arnold, CFPHantz Financial Services, INC.
- Lindsey Chrystan, CFPUnited Planners' Financial Services of America a Limited Partner
- Gerd Hansma, CFPOsaic Wealth, INC.