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Steven Mark Osterink

Advisory Alpha, LLC

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About Steven Mark Osterink

Steven Osterink is an Investment Advisor Representative at Advisory Alpha, LLC. Steven has been in the financial services industry since 1983. Steven is a Registered Investment Advisor in Michigan. Prior to joining Advisory Alpha, LLC, Steven was employed at Triad Advisors, LLC, American Portfolios Financial Services, Inc., SagePoint Financial, Inc., Raymond James Financial Services, Inc., Linsco/Private Ledger Corp., Investment Management & Research, Inc, FSC Securities Corporation, and Primus/Monetary Investment Company. Steven is a General Securities Representative and has passed the Uniform Combined State Law Examination. Steven specializes in investment advisory services for individuals, families, and businesses.

Firm Information

Steven 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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Steven Osterink’s Registration & Firm History

MI

10/05/2011 - Present

Advisory Alpha, LLC (HOLLAND MI)

MI

09/12/2013 - 10/17/2023

TRIAD ADVISORS LLC (Holland MI)

MI

10/29/2010 - 09/12/2013

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)

MI

12/12/2005 - 11/02/2010

SAGEPOINT FINANCIAL, INC. (GRANDVILLE MI)

MI

06/01/2001 - 12/16/2005

RAYMOND JAMES FINANCIAL SERVICES, INC. (GRANDVILLE MI)

SC

12/22/1995 - 06/05/2001

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

FL

11/28/1988 - 12/21/1995

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

GA

12/21/1984 - 12/06/1988

FSC SECURITIES CORPORATION (ATLANTA GA)

NA

01/27/1983 - 01/09/1985

PRIMUS/MONETARY INVESTMENT COMPANY

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Licenses & Designations

BOTH

Issued 08/28/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/1986

Series 24 - General Securities Principal Examination

BC

Issued 11/20/1981

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Steven Mark Osterink. Review regulatory record here.
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