Steven A. Sicklesteel
DWP
GROSSE POINTS FARMS, MI 48236
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CRD#: 5781102
Professional summary
Steven Anderson Sicklesteel, CFP® is a registered financial advisor currently at DWP located in Grosse Points Farms, Michigan.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Steven has worked at 1 firm .
Biography
DeSERANNO Wealth Planning is a fee only independent financial advisory firm. Unlike advisers with traditional financial services firms, we do not receive commissions of any kind. We are not salespeople. All of our revenue comes directly from our clients — and not from any third party.Without incentives to recommend any solutionover another, we can provide completely unbiased advice. Free of conflicts of interest, we can and will use any solution, anywhere, to help our clients reach their financial goals.Our philosophy about client relationships reflects our commitment to the Securities and Exchange Commission’s “fiduciary standard,” which requires independent advisers always to put clients’ bestinterests above all others.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Education Planning
Retirement Planning
Tax Planning
Insurance Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
100K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Anderson Sicklesteel'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®
CFP®
Start date: 2010
Experience
Current
May 21, 2010 - Present
DWP
Office #1: 18720 Mack Avenue Suite 100, Grosse Points Farms, MI 48236RIA
CRD#: 121841
GROSSE POINTS FARMS, 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".
DW
DWP
DESERANNO CORP. | DWP | DESERANNO WEALTH PLANNING | DESERANNO WEALTH MANAGEMENT | DESERANNO CORPORATION
CRD#: 121841 / SEC#: 801-63581
RIA
Registered Investment Advisory firm - (10/29/2004 Approved)Michigan
Registered Investment Advisory firm - (12/15/2004 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
Michigan(5/21/2010)
Exams
Current Firm
DW
DWP
DESERANNO CORP. | DWP | DESERANNO WEALTH PLANNING | DESERANNO WEALTH MANAGEMENT | DESERANNO CORPORATION
CRD#: 121841 / SEC#: 801-63581
RIA
Registered Investment Advisory firm - (10/29/2004 Approved)Michigan
Registered Investment Advisory firm - (12/15/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
90 Kercheval Avenue, Grosse Pointe Farms, MI 48236
Mailing Address
Phone number
(313) 885-0114
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 339 |
| AUM (Assets Under Management) | $ 195,109,974 |
Red Flags
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