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Aaron Michael Stine

Luminist Capital, LLC

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About Aaron Michael Stine

Aaron Michael Stine is a financial advisor based in Saint Johns, Michigan. Aaron is a registered Investment Advisor Representative (IAR) with Luminist Capital, LLC. Aaron has been in the industry since 2017 and has experience with both Royal Alliance Associates, Inc. and LPL Financial LLC. Aaron is also a licensed insurance agent.

Firm Information

Aaron Stine is currently registered with Luminist Capital, LLC. Luminist Capital, LLC is an investment advisor headquartered in . The firm provides financial planning, portfolio management for individuals, and co-advisory services to unaffiliated investment advisors. They serve clients including high net worth individuals, individuals other than high net worth, and other investment advisors. The firm manages approximately $128,575,454 in assets and has 1,012 accounts.

$128.58M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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co-advisory services to unaffiliated investment advisers

Co-advisory services to unaffiliated investment advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Stine’s Registration & Firm History

MI

08/27/2024 - Present

Luminist Capital, LLC (SAINT JOHNS MI)

MI

01/26/2021 - 10/18/2021

ROYAL ALLIANCE ASSOCIATES, INC. (SOUTHFIELD MI)

MI

12/02/2017 - 06/10/2020

LPL FINANCIAL LLC (EAST LANSING MI)

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Licenses & Designations

IA

Issued 06/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Michael Stine.
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