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Stefan Charles Ropp

Asset Allocation Strategies, LLC

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About Stefan Charles Ropp

Stefan Ropp is an investment advisor representative for Asset Allocation Strategies, LLC. Stefan has been in the industry for over 10 years. Stefan has a Series 66, Series 24, and Series 7TO license, and is registered in the state of Michigan. Stefan is also a life insurance agent. Stefan specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Stefan Ropp is currently registered with Asset Allocation Strategies, LLC. Asset Allocation Strategies, LLC is an investment advisory firm located in Farmington, MI, with approximately 40 licensed agents and investment adviser representatives. They provide financial planning, educational seminars, and selection of other advisers, and manage portfolios for individuals and businesses. The firm manages over $626 million in assets for approximately 3,756 clients.
Asset Allocation Strategies, LLC

33335 GRAND RIVER

FARMINGTON, MI 48336

$626.74M

Assets Under Management

Not reported

Total Clients

37

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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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.

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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Stefan Ropp’s Registration & Firm History

MI

01/08/2025 - Present

Asset Allocation Strategies, LLC (FARMINGTON MI)

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Licenses & Designations

BOTH

Issued 06/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/28/2024

Series 24 - General Securities Principal Examination

BC

Issued 12/12/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/15/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stefan Charles Ropp.
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