Craig
Ackermann
Stewardship Advisory Group, LLC
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About this Advisor
Craig Ackermann is a financial advisor operating in Byron Center, Michigan with 10 years of relevant experience. Ackermann is an employee of Stewardship Advisory Group, LLC. Over the course of their career, Ackermann has held roles at United Planners' Financial Services, Ackerman Financial, Stewardship Advisory Group, Stewardship Legacy Coaching, LLC and Stewardship Estate Planning. Ackermann has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado, Florida, Michigan, Texas and Washington. Stewardship Advisory Group, LLC is a firm based out of Clermont, FL. The company has offices in seven locations and a total of 30 financial advisors. It oversees $329 million in assets under management across its 927 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 927 customer accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Stewardship Advisory Group, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management usually vary depending on the type of services provided. However, fees billed by Stewardship Advisory Group, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stewardship Advisory Group, LLC Brokerage Details
$328,472,000
30
927
$354,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Craig Ackermann Work History
Craig has been registered as a financial advisor for 10 years.*
Stewardship Estate Planning
Stewardship Advisory Group
United Planners' Financial Services
Stewardship Legacy Coaching, LLC
Ackerman Financial
*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 Craig Ackermann 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 Stewardship Advisory Group, LLC
Byron Center, MI
Clermont, FL
Clermont, FL
Clermont, FL
Mansfield, TX
Evergreen, CO
Clermont, FL
Seattle, WA
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.
