Mark
Steinman

Spc

CRD#5819200
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Mark Steinman is a financial advisor based in Ann Arbor, Michigan, who has been in the industry for 12 years. Steinman is on the advisory team at Spc. Throughout their career, they have worked at Sigma Financial Corporation, Sammons Securities, Spc and Parkland Securities. Steinman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Michigan. Spc is a registered investment business headquartered in Ann Arbor, Michigan. The firm has offices in 453 locations and a total of 628 people on staff. It administers $7 billion in assets under management among its 36,841 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 22 charitable organizations. Of its 36,841 client accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees billed by Spc likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$6,859,365,285

MI Average: $943,424,332
Total Number of Employees

628

MI Average: 21
Total Number of Accounts

36,841

MI Average: 1,586
Average Account Size

$186,188

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mark Steinman Work History

Mark has 12 years of experience.

2014 - Present (8 years)

Parkland Securities

2012 - Present (10 years)

Spc

2010 - Present (12 years)

Sigma Financial Corporation

2011 - 2014 (3 years)

Sammons Securities

Disclosures

Mark Steinman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Johnny Morrison
Ann Arbor, MI
Zachary Clark
Tecumseh, MI
Charles Milliken
Ann Arbor, MI
Scott Carlson
Noblesville, IN
John O'Donnell
Lisle, IL
Steven Kao
Austin, TX
Clinton Potts
Ann Arbor, MI
Brett Blair
Wylie, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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