Michael Stevenson
Michael Stevenson is a registered investment advisor at Keystone Financial Services, based in Loveland, CO, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 298 clients with $380M 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 fee is 1.50%. Fees may vary based on account size, portfolio complexity, and activity level, and are negotiable in certain circumstances.
Fee Estimator
Location
4090 Clydesdale Pkwy, Suite 201, Loveland, CO, 80538
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
Michael is an insurance agent with Navigation Financial Services since May 2023. He spends minimal time on this activity.
Employment History
Current Registrations
Keystone Financial Services
Previous Registrations
Navigation Wealth Management
Nylife Securities LLCBroker
State Registrations1 state
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
- Jeremy Busch, CFPKeystone Financial Services
- Joshua Nelson, CFPKeystone Financial Services
- Jacob Shepard, CFPJ.P. Morgan Securities LLC
- Kari Boxleitner, CFPWells Fargo Advisors
- David Ybarra, CFPAspired Wealth
- Anton Ripsam, CFPLPL Financial LLC