Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Jay Witte is a registered Investment Advisor Representative with Midwest Capital Advisors, LLC. Stephen has been in the financial industry since 2010 and holds the Series 65 license. Stephen specializes in providing financial planning and retirement plan consulting services to individuals, businesses, and charitable organizations. Stephen is also a member of Witte Wine Imports, LLC, a wine import and sales company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting
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.
Consulting fees
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MI
04/02/2020 - Present
Midwest Capital Advisors, LLC (GRAND RAPIDS MI)
IA
Issued 09/29/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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