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Stephen Marcus Morman

Four Financial Management

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About Stephen Marcus Morman

Stephen Morman is an investment advisor representative with Four Financial Management and Provizr. Stephen has been in the industry since December 1984. Stephen has a strong background in financial planning and portfolio management. Stephen is registered with the state of Michigan. Stephen is also registered with FINRA.

Firm Information

Stephen Morman is currently registered with Four Financial Management. Four Financial Management is an investment advisor based in Ann Arbor, Michigan. They have approximately $119.8 million in regulatory assets under management and advise individuals, high net worth individuals, and other clients. Their services include financial planning, portfolio management, and selection of other advisers.
Four Financial Management

777 E. EISENHOWER PKWY

ANN ARBOR, MI 48108

$119.80M

Assets Under Management

2

Total Clients

3

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.

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

Referral compensation

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Stephen Morman’s Registration & Firm History

MI

10/21/2016 - Present

Four Financial Management (ANN ARBOR MI)

MI

12/19/1984 - 11/25/2008

AMERIPRISE ADVISOR SERVICES, INC. (ANN ARBOR MI)

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Licenses & Designations

BOTH

Issued 10/24/2007

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/26/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/10/1992

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 04/23/1986

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Marcus Morman.
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