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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stukey is a registered investment advisor representative with Wealthspan Investment Management, LLC and Strategic Navigators Asset Management, LLC. Jeffrey is also the President of Wealthspan Advisors, LLC, and Renown Advisors, LLC, both of which are non-investment related. He is a Managing Member/IAR of Wealthspan Investment Management, LLC, and has been in the financial industry since 2001. Jeffrey holds the Series 6, 7, 63, and 65 licenses and has experience providing financial planning, investment advisory services, and insurance product support. Jeffrey specializes in providing financial planning and investment advisory services to individuals and high-net-worth individuals. He is also a member of Wealthspan Financial Partners, LLC, which creates insurance and other financial products or financial technology for insurance companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
02/10/2022 - Present
Wealthspan Investment Management, LLC (GRAND RAPIDS MI)
MI
09/10/2007 - 05/22/2009
USA ADVANCED PLANNERS INC. (GRAND RAPIDS MI)
MI
05/11/2004 - 07/30/2007
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
IA
Issued 05/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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