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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Erb is a financial advisor with AssuredPartners Investment Advisors in DeWitt, MI. He is a registered investment advisor and has been in the industry for over 20 years. Stephen is a Series 7, Series 52, Series 24, and Series 53 licensed professional. He previously worked at MHA Investments Corporation, Fifth Third Securities, Inc., Old Kent Financial Advisors, and H&R Block Financial Advisors, Inc. Stephen also owns Chesme Capital Management, a registered investment advisor firm.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
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2
MI
10/21/2024 - Present
Assuredpartners Investment Advisors (DeWitt MI)
MI
04/01/2002 - 03/11/2005
MHA INVESTMENTS CORPORATION (LANSING MI)
OH
05/02/2001 - 03/20/2002
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
09/19/2000 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
MI
03/12/1997 - 09/21/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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