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Kenneth Marshall Stire

SPC

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About Kenneth Marshall Stire

Kenneth Marshall Stire is a financial advisor with over 30 years of experience in the financial services industry. Kenneth is currently registered with SPC in Michigan. Kenneth has also been previously registered with MID ATLANTIC CAPITAL CORPORATION, INTERSECURITIES, INC., PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC., and SUN INVESTMENT SERVICES COMPANY. Kenneth holds a Series 6, 7, 63, and 66 license and the SIE exam. Kenneth specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Kenneth Stire is currently registered with SPC. SPC is an investment advisory firm based in ANN ARBOR, MI, with 454 licensed agents and 470 investment advisor representatives. They manage approximately $5.56 billion in regulatory assets under management. Their services include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Their client base consists primarily of individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. They also offer a wrap fee program.
SPC

300 PARKLAND PLAZA

ANN ARBOR, MI 48103

$5.56B

Assets Under Management

3,486

Total Clients

480

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consultation services

Consultation services

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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other

Seminar attendance fees

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Kenneth Stire’s Registration & Firm History

MI

11/03/2017 - Present

SPC (Oxford MI)

MI

02/08/2012 - 10/31/2017

MID ATLANTIC CAPITAL CORPORATION (OAKLAND TOWNSHIP MI)

FL

09/15/1993 - 12/31/2004

INTERSECURITIES, INC. (ST. PETERSBURG FL)

TX

01/27/1993 - 11/01/1993

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)

MA

01/18/1985 - 11/26/1991

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

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Licenses & Designations

BOTH

Issued 02/29/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2012

Series 7 - General Securities Representative Examination

BC

Issued 01/17/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kenneth Marshall Stire.
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