John W. Wierenga

STEWARDSHIP TRUST ADVISORS

GRANDVILLE, MI 49418

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CRD#: 2313059

Professional summary

John William Wierenga II, who also goes by Jw Wierenga II, is a registered financial advisor currently at STEWARDSHIP TRUST ADVISORS located in Grandville, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jw Wierenga Ii

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Wierenga II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 14, 2003 - Present

STEWARDSHIP TRUST ADVISORS

Office #1: 3411 Wilson Avenue Sw, Grandville, MI 49418

RIA

CRD#: 121348

GRANDVILLE, MI

Past

September 19, 2003 - July 9, 2004

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

October 30, 2000 - November 15, 2001

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

June 6, 2000 - December 31, 2000

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

December 11, 1997 - March 27, 2001

GUARANTY BROKERAGE SERVICES, INC.

CRD#: 23302

ST. CLOUD, MN

Past

December 7, 1995 - October 27, 1997

GUARANTY BROKERAGE SERVICES, INC.

CRD#: 23302

ST. CLOUD, MN

Past

December 6, 1995 - December 7, 1995

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

NEWPORT BEACH, CA

Past

January 28, 1993 - December 19, 1995

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STEWARDSHIP TRUST ADVISORS

CRD#: 121348 / SEC#: 801-129119

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/28/2002 Approved)

Texas

Registered Investment Advisory firm - (12/7/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(9/14/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/14/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/10/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/22/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/23/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/9/1996

General Securities Principal Examination

Current Firm

STEWARDSHIP TRUST ADVISORS

CRD#: 121348 / SEC#: 801-129119

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/28/2002 Approved)

Texas

Registered Investment Advisory firm - (12/7/2010 Terminated)

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Contact information

Main Address

3411 Wilson Avenue Sw, Grandville, MI 49418

Mailing Address

3411 Wilson Avenue Sw, Grandville, MI 49418

Phone number

(616) 878-4200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - STEWARDSHIP TRUST ADVISORS 27MAR25 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	987
AUM (Assets Under Management)	$ 245,377,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John W. Wierenga

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Wierenga II's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

CETERA INVESTMENT SERVICES LLC

GUARANTY BROKERAGE SERVICES, INC.

GUARANTY BROKERAGE SERVICES, INC.

METLIFE INVESTORS DISTRIBUTION COMPANY

CAPITAL BROKERAGE CORPORATION

Primary Firm SEC Registration

STEWARDSHIP TRUST ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/1999

Series 63

Date: 2/10/1993

Series 7

Date: 1/22/1996

Series 6

Date: 1/23/1993

Series 24

Date: 4/9/1996

Current Firm

STEWARDSHIP TRUST ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP TRUST ADVISORS

TRUST BUT VERIFY

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