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Jeffrey K. Stukey
WEALTHSPAN INVESTMENT MANAGEMENT
Grand Rapids, MI 49546
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CRD#: 4749573
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Professional summary
Jeffrey Keith Stukey, who also goes by Jeff Stukey, is a registered financial advisor currently at WEALTHSPAN INVESTMENT MANAGEMENT, LLC located in Grand Rapids, Michigan and STRATEGIC NAVIGATORS PRIVATE WEALTH located in Grand Rapids, Michigan.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeffrey has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Stukey
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.
1.WEALTHSPAN ADVISORS, LLC; NON-INVESTMENT RELATED; SAME OFFICE ADDRESS; INDEPENDENT FINANCIAL PLANNING PRACTICE; PRESIDENT SINCE 02/2021; 20 HRS/MTH, 20 DURING TRADING; PROVIDES FINANCIAL PLANNING TO INDIVIDUAL INVESTORS AND IMPLEMENT THE PLAN WITH BOTH FIXED INSRUANCE PRODUCTS AND PROVIDE INVESTMENT ADVISER FOR MARKET RELATED INVESTMENTS. 2. RENOWN ADVISORS, LLC; NON-INVESTMENT RELATED, SAME OFFICE ADDRESS, INSURANCE MARKETING ORGANIZATION; PRESIDENT SINCE 02/2021; 20 HRS/MTH, 20 DURING TRADING; PROVIDES TRAINING, PLANNING AND TECHNOLOGY SUPPORT FOR INDEPENDENT INSURANCE AGENTS FOR THE PRUPOSE OF IMPLEMENTING FIXED INSURANCE PRODUCTS FOR THEIR CLIENTS. 3. WEALTHSPAN FINANCIAL PARTNERS, LLC; INVESTMENT RELATED; 765 ELA RD., STE 107, LAKE ZURICH, IL; INSURANCE PRODUCT/FINANCIAL TECHNOLOGY CREATION; MEMBER SINCE 02/2021; 10 HRS/MTH, 10 DURING TRADING; CREATES INSURANCE AND OTEHR FINANCIAL PRODUCTS OR FINANCIAL TECHNOLOGY FOR INSURANCE COMPANIES TO BE USED BY INDEPENDENT INSURANCE AGENTS FOR THE PURPOSE OF IMPLEMENTING FIXED INSURANCE PRODUCTS OR PROCESSES FOR THEIR CLIENTS. 4.WEALTHSPAN INVESTMENT MANAGEMENT, LLC; INVESTMENT RELATED; SAME OFFICE ADDRESS; MANAGING MEMBER/IAR; SPENDS APPROX 120 HRS/MONTH; 120 HRS/MONTH DURING TRADING; INVESTMENT ADVISORY SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Keith Stukey's 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®
NoneExperience
Current
February 8, 2021 - Present
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
Office #1: 4981 Cascade Road, Suite C, Grand Rapids, MI 49546RIA
CRD#: 309553
Grand Rapids, MI
Current
August 30, 2022 - Present
STRATEGIC NAVIGATORS PRIVATE WEALTH
Office #1: 5030 Corporate Exchange Blvd Se Suite 201, Grand Rapids, MI 49512RIA
CRD#: 323003
GRAND RAPIDS, MI
Past
February 8, 2016 - February 1, 2021
BROOKSTONE ASSET MANAGEMENT, LLC
RIA
CRD#: 153467
GRAND RAPIDS, MI
Past
June 20, 2014 - February 1, 2021
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
GRAND RAPIDS, MI
Past
May 6, 2013 - April 2, 2014
SGL FINANCIAL, LLC
RIA
CRD#: 158023
BUFFALO GROVE, IL
Past
July 1, 2010 - April 26, 2013
FA ADVISOR NETWORK, LLC.
RIA
CRD#: 154304
GRAPEVINE, TX
Past
September 10, 2007 - April 5, 2010
USA WEALTH MANAGEMENT LLC
RIA
CRD#: 122082
GRAND RAPIDS, MI
Past
September 10, 2007 - May 22, 2009
USA ADVANCED PLANNERS INC.
BD
CRD#: 131282
GRAND RAPIDS, MI
Past
March 15, 2007 - July 30, 2007
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
ADA, MI
Past
May 11, 2004 - July 30, 2007
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
ADA, 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".
WI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD#: 309553 / SEC#: 801-129988
RIA
Registered Investment Advisory firm - (6/13/2024 Approved)Illinois
Registered Investment Advisory firm - (10/29/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2024 Terminated)New Jersey
Registered Investment Advisory firm - (10/31/2024 Terminated)Texas
Registered Investment Advisory firm - (10/29/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/30/2024 Terminated)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
Illinois(6/23/2023)
IAR
Michigan(2/8/2021)
IAR
New Jersey(8/4/2022)
IAR
Virginia(2/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD#: 309553 / SEC#: 801-129988
RIA
Registered Investment Advisory firm - (6/13/2024 Approved)Illinois
Registered Investment Advisory firm - (10/29/2024 Terminated)Michigan
Registered Investment Advisory firm - (11/12/2024 Terminated)New Jersey
Registered Investment Advisory firm - (10/31/2024 Terminated)Texas
Registered Investment Advisory firm - (10/29/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/30/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4981 Cascade Road, Suite C, Grand Rapids, MI 49546
Mailing Address
5030 Corporate Exchange Blvd. Se Suite 201, Grand Rapids, MI 49512
Phone number
(616) 655-1696
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 469 |
| AUM (Assets Under Management) | $ 78,970,252 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD#: 309553Grand Rapids, MI 49546TRUST BUT VERIFY
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