Stephen M. Erb

ASSUREDPARTNERS INVESTMENT ADVISORS

DeWitt, MI 48820

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CRD#: 2864035

Professional summary

Stephen Michael Erb, AIF® is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Dewitt, Michigan.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stephen has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 52, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Chesme Capital Management, registered investment adviser firm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Michael Erb'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 21, 2024 - Present

ASSUREDPARTNERS INVESTMENT ADVISORS

Office #1: 240 South Bridge Street Suite 110, Dewitt, MI 48820

RIA

CRD#: 309550

DeWitt, MI

Past

December 19, 2017 - November 26, 2024

CHESME CAPITAL MANAGEMENT

RIA

CRD#: 288631

DEWITT, MI

Past

August 25, 2010 - August 21, 2017

CHESME CAPITAL MANAGEMENT

RIA

CRD#: 129342

DEWITT, MI

Past

April 1, 2002 - March 11, 2005

MHA INVESTMENTS CORPORATION

CRD#: 25041

LANSING, MI

Past

May 2, 2001 - March 20, 2002

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

September 19, 2000 - May 2, 2001

OLD KENT FINANCIAL ADVISORS

CRD#: 17039

GRAND RAPIDS, MI

Past

March 12, 1997 - September 21, 2000

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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".

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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
(10/21/2024)

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: 10/1/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/29/1997

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 3/11/1997

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 11/14/2002

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/12/2002

General Securities Principal Examination

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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Contact information

Main Address

4600 W. Cypress Street Suite 405, Tampa, FL 33607

Mailing Address

Phone number

(407) 708-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSUREDPARTNERS INVESTMENT ADVISORS ADV PART 2A SEPT 2, 2025 (9/2/2025)

Regulatory assets under management

Total Number of Accounts	3,759
AUM (Assets Under Management)	$ 3,251,947,155

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

Stephen M. Erb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Michael Erb's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHESME CAPITAL MANAGEMENT

CHESME CAPITAL MANAGEMENT

MHA INVESTMENTS CORPORATION

FIFTH THIRD SECURITIES, INC.

OLD KENT FINANCIAL ADVISORS

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

ASSUREDPARTNERS INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/2002

Series 63

Date: 3/20/1997

Series 7

Date: 7/29/1997

Series 52

Date: 3/11/1997

Series 53

Date: 11/14/2002

Series 24

Date: 4/12/2002

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSUREDPARTNERS INVESTMENT ADVISORS

TRUST BUT VERIFY

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