Alexa
Kane
Stephens Consulting, LLC
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About this Advisor
Alexa Kane is a certified financial planner who works in Flint, Michigan, with a total of 2 years of relevant experience. Kane is an advisor for Stephens Consulting, LLC. During their career, Kane has held roles at Lars Johnson & Associates, LLC, Northside Kitchen, Eagle Valley Investments, Raymond James Financial Services, Inc, M.J. Smith & Associates, Raymond James Financial Services Advsiors, Inc, Stephens Consulting, LLC and Mercer Global Advisors. Kane holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Stephens Consulting, LLC is a financial advisory firm based out of Flint, MI. The firm has offices in eight locations and a total of 26 people on staff. It has $718 million in assets between its 2,600 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 2,600 client accounts, 19% are held by high-net-worth investors who have greater than $1 million in assets. Stephens Consulting, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management usually vary depending on which services are offered. However, fee types billed by Stephens Consulting, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stephens Consulting, LLC Brokerage Details
$717,894,889
26
2,600
$276,113
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Alexa Kane Work History
Alexa has been registered as a financial advisor for 2 years.*
Stephens Consulting, LLC
Raymond James Financial Services Advsiors, Inc
Mercer Global Advisors
Raymond James Financial Services, Inc
M.J. Smith & Associates
Northside Kitchen
Eagle Valley Investments
Lars Johnson & Associates, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexa Kane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stephens Consulting, LLC
Flint, MI
Flint, MI
Flint, MI
Grosse Pointe, MI
Flint, MI
Tampa, FL
Flint, MI
Charlevoix, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
