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
Years of Experience
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Spc Brokerage Details
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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
Mark Steinman Work History
Mark has 12 years of experience.
Sigma Financial Corporation
Mark Steinman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Spc
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.