Hannah
Near
Stephens Consulting, LLC
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About this Advisor
Hannah Near is a certified financial planner operating in Charlevoix, Michigan who has 2 years of industry experience. Near is an employee of Stephens Consulting, LLC. Throughout their career, they have worked at Edward Jones, Johnson Lambert, The College Of William & Mary, Saginaw Valley State University, Raymond James Financial Services, Inc, The College Of William And Mary, Lyft, Mj Smith & Associates, Raymond James Financial Services Advisors, Inc and Stephens Consultng, LLC. Near has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Michigan. Stephens Consulting, LLC is an advisory firm operating out of Flint, MI. It has offices in eight locations and a total of 26 financial advisors. It oversees $718 million in total assets across its 2,600 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 2,600 client accounts, 19% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees largely vary depending on the services. Fees charged by Stephens Consulting, LLC most likely include 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
Hannah Near Work History
Hannah has been registered as a financial advisor for 2 years.*
Stephens Consultng, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Edward Jones
Lyft
Raymond James Financial Services, Inc
Mj Smith & Associates
Edward Jones
Johnson Lambert
The College Of William & Mary
The College Of William And Mary
Saginaw Valley State University
Saginaw Valley State University
*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 Hannah Near 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
Tampa, FL
Charlevoix, MI
Flint, MI
Flint, 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.
