Michael
Mcgovern
Stonebridge Financial Group
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About this Advisor
Michael Mcgovern is a financial advisor working out of Grand Rapids, Michigan with 1 year of relevant experience. Mcgovern is on the advisory team at Stonebridge Financial Group. Their career trajectory has included roles at Lpl Financial LLC, United Bank Of Michigan, Triad Advisors, LLC and Stonebridge Financial Group. Mcgovern maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Stonebridge Financial Group is an advisory company operating out of Grand Rapids, MI. The company has just four financial advisors. It administers $323 million in assets between its 348 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 348 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. Stonebridge Financial Group performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on the type of services offered. Fee types billed by Stonebridge Financial Group 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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Stonebridge Financial Group Brokerage Details
$322,986,275
4
348
$928,121
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Mcgovern Work History
Michael has been registered as a financial advisor for 1 years.*
Triad Advisors, LLC
Stonebridge Financial Group
Lpl Financial LLC
United Bank Of Michigan
*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 Michael Mcgovern 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 Stonebridge Financial Group
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, 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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