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Steve Mark Osterink

Advisory Alpha, LLC

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About Steve Mark Osterink

Steve Mark Osterink is a financial advisor with Advisory Alpha, LLC located in Holland, MI. Steve has been a registered representative for over 17 years. Steve is a Certified Financial Planner and a Chartered Financial Analyst. He offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

Firm Information

Steve Osterink is currently registered with Advisory Alpha, LLC. Advisory Alpha, LLC is an investment advisor based in Holland, MI. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Advisory Alpha, LLC manages approximately $2.99 billion in assets for clients.
Advisory Alpha, LLC

348 S WAVERLY RD

HOLLAND, MI 49423

$3.00B

Assets Under Management

Not reported

Total Clients

59

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.

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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Steve Osterink’s Registration & Firm History

MI

01/01/2025 - Present

Advisory Alpha, LLC (HOLLAND MI)

MI

10/29/2010 - 06/06/2011

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (KENTWOOD MI)

MI

12/14/2005 - 11/02/2010

SAGEPOINT FINANCIAL, INC. (GRANDVILLE MI)

MI

07/12/2005 - 12/15/2005

RAYMOND JAMES FINANCIAL SERVICES, INC. (GRANDVILLE MI)

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Licenses & Designations

BOTH

Issued 08/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2007

Series 24 - General Securities Principal Examination

BC

Issued 07/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steve Mark Osterink.
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