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AS

Alexandra G. Solanki

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CRD#: 6820415
AS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alexandra Grace Solanki, who also goes by Alexandra Grace Schwertfeger, was a registered financial professional .

Alexandra is a previously registered financial professional and started their career in finance in 2017. Alexandra had worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alexandra Grace Schwertfeger

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 17, 2020 - April 30, 2021

STEWARDS ADVISORY SERVICES

RIA
CRD#: 295694
Wauwatosa, WI
Past

July 28, 2017 - July 30, 2020

BELIEVERS STEWARDSHIP SERVICES, INC.

RIA
CRD#: 145818
Wauwatosa, WI

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".
SA
STEWARDS ADVISORY SERVICES
LIFESPRING WEALTH MANAGEMENT, LLC | STEWARDS ADVISORY SERVICES

CRD#: 295694 / SEC#: 801-129671

RIA
Registered Investment Advisory firm - (3/13/2024 Approved)
Iowa
Registered Investment Advisory firm - (3/14/2024 Terminated)
New Jersey
Registered Investment Advisory firm - (3/14/2024 Terminated)
Texas
Registered Investment Advisory firm - (3/14/2024 Terminated)
Wisconsin
Registered Investment Advisory firm - (5/4/2021 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


SA
STEWARDS ADVISORY SERVICES
LIFESPRING WEALTH MANAGEMENT, LLC | STEWARDS ADVISORY SERVICES

CRD#: 295694 / SEC#: 801-129671

RIA
Registered Investment Advisory firm - (3/13/2024 Approved)
Iowa
Registered Investment Advisory firm - (3/14/2024 Terminated)
New Jersey
Registered Investment Advisory firm - (3/14/2024 Terminated)
Texas
Registered Investment Advisory firm - (3/14/2024 Terminated)
Wisconsin
Registered Investment Advisory firm - (5/4/2021 Terminated)
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Contact information


Main Address
Marion, IA
Mailing Address
P.o. Box 214, Marion, IA 52302
Phone number
(319) 229-7439
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 042825 (4/28/2025)

Regulatory assets under management


Total Number of Accounts247
AUM (Assets Under Management)$ 108,449,089

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.

Company Information


STEWARDS ADVISORY SERVICES

CRD#: 295694

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