Michael Patrick Mcgovern Jr.
Professional Summary
Michael Patrick Mcgovern JR., who also goes by Michael Patrick Mcgovern, is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP located in Grand Rapids, Michigan and OSAIC WEALTH, INC. located in Grand Rapids, Michigan. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Michael has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Patrick Mcgovern
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
GLOBAL FINANCIAL GROUP ADVISORS | STONEBRIDGE FINANCIAL GROUP | GLOBAL FINANCIAL GROUP ADVISORS LLC D/B/A STONEBRIDGE FINANCIAL | GLOBAL FINANCIAL GROUP ADVISORS LLC
Contact Information
Main Address
3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI 49546Phone Number
(855) 530-0500# of Employees
5SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
783AUM (Assets Under Management)
$739,395,661Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
GLOBAL FINANCIAL GROUP ADVISORS | STONEBRIDGE FINANCIAL GROUP | GLOBAL FINANCIAL GROUP ADVISORS LLC D/B/A STONEBRIDGE FINANCIAL | GLOBAL FINANCIAL GROUP ADVISORS LLC
State Registrations and Notice Filings
(6/5/2025)
(8/23/2024)
(3/18/2026)
(7/12/2022)
(8/23/2024)
(8/23/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2003About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Mcgovern JR.'s CRS (Customer Relationship Summary).
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