Steven
Sicklesteel

Deseranno Wealth Planning

CRD#5781102
Investment Advisor
in Grosse Pointe, MI

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About this Advisor

Steven Sicklesteel is a certified financial planner operating in Grosse Pointe, Michigan who has 13 years of relevant experience. Sicklesteel currently works for Deseranno Wealth Planning. They have been employed by Deseranno Wealth Planning for their complete career. Sicklesteel can operate in Michigan. Deseranno Wealth Planning is a company headquartered in Grosse Pointe, MI. It has $160 million in assets under management between its 324 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 324 customer accounts, 19% are held by high-net-worth individuals who have greater than $1 million in assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice typically vary depending on which service is provided. However, fees billed by Deseranno Wealth Planning likely include asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

18720 Mack Avenue Suite 100
Grosse Pointe, MI 48236

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Deseranno Wealth Planning Brokerage Details

Total Assets Under Management

$159,572,625

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

7

MI Average: 21
Total Number of Accounts

324

MI Average: 1,586
Average Account Size

$492,508

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Steven Sicklesteel Work History

Steven has been registered as a financial advisor for 13 years.*

2007 - Present (17 years)

Deseranno Corp

*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 Steven Sicklesteel 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 Deseranno Wealth Planning

Alandress Gardner
Grosse Pointe, MI
Steven Sicklesteel
Grosse Pointe, MI
Robert Rahaim
Grosse Pointe, MI
Don Deseranno
Grosse Pointe, 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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