Stephanie
Smith
West Michigan Advisors, LLC
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About this Advisor
Stephanie Smith is a financial advisor based in Holland, Michigan, working with West Michigan Advisors, LLC. Stephanie has previously held positions at Raymond James & Associates, Inc, West Michigan Advisors, LLC, Cantella & Co., Inc, and Level Four Financial, LLC. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Stephanie is part of West Michigan Advisors, LLC, which operates out of Holland, Michigan. The firm has 15 employees and manages assets totaling $494.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at West Michigan Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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West Michigan Advisors, LLC Brokerage Details
$494,777,070
15
3,079
$160,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Stephanie Smith Work History
Level Four Financial, LLC
West Michigan Advisors, LLC
Cantella & Co., Inc
Raymond James & Associates, Inc
Disclosures
Please visit the SEC profile of Stephanie Smith 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 West Michigan Advisors, LLC
Holland, MI
Holland, MI
Holland, MI
Holland, MI
Holland, MI
Holland, MI
Holland, MI
Holland, MI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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