Melissa
Fradenburg
Stephens Consulting, LLC
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About this Advisor
Melissa Fradenburg is a financial advisor working in Grosse Pointe, Michigan with a total of 2 years of relevant experience. Fradenburg is an advisor for Stephens Consulting, LLC. Over the course of their career, they have held roles at Raymond James Financial Services Advisors, Inc, Lakeshore Financial Planning Inc, Stephens Consulting, LLC and Raymond James Financial Services, Inc. Fradenburg has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Michigan. Stephens Consulting, LLC is a financial advisory business operating out of Flint, MI. It has offices in eight locations and a total of 26 financial advisors. It has $718 million in assets among its 2,600 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 2,600 accounts, 19% are associated with high-net-worth clients who have more than $1 million in investable assets. The business has 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 charged by financial advisors typically vary depending on the services. However, fees billed by Stephens Consulting, LLC 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
Melissa Fradenburg Work History
Melissa has been registered as a financial advisor for 2 years.*
Stephens Consulting, LLC
Lakeshore Financial Planning Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
*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 Melissa Fradenburg 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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