Michael B. Douglas

STEWARDS WEALTH PLANNING

Howell, MI 48843

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CRD#: 6592044

Professional summary

Michael Blair Douglas, CFP® is a registered financial advisor currently at STEWARDS WEALTH PLANNING, LLC located in Howell, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 1 firm and has passed the Series 65 exam.

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.

LifePlan Financial Design Inc.-insurance agent since 06/2015-sell insurance products-approximately 128/hrs month spent on insurance related activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Blair Douglas'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^®

Certified Financial Planner

Start date: 2021

Experience

Current

December 14, 2015 - Present

STEWARDS WEALTH PLANNING, LLC

Office #1: 915 N. Michigan Ave Suite 6, Howell, MI 48843

RIA

CRD#: 166307

Howell, MI

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
(12/14/2015)

IAR

North Carolina
(12/16/2021)

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: 12/10/2013

Uniform Investment Adviser Law Examination

Current Firm

STEWARDS WEALTH PLANNING, LLC

LIFEPLAN ADVISORY SERVICES, LLC | STEWARDS WEALTH PLANNING, LLC

CRD#: 166307 / SEC#:

Michigan

Registered Investment Advisory firm - (2/19/2013 Approved)

North Carolina

Registered Investment Advisory firm - (7/22/2019 Approved)

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Contact information

Main Address

2190 Commons Parkway, Okemos, MI 48864

Mailing Address

Phone number

(517) 323-7526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	760
AUM (Assets Under Management)	$ 86,285,000

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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Michael B. Douglas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Blair Douglas's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARDS WEALTH PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2013

Current Firm

STEWARDS WEALTH PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STEWARDS WEALTH PLANNING, LLC

TRUST BUT VERIFY

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