Steven J. Underriter

FREEDOM FINANCIAL PLANNING SOLUTIONS

Grand Rapids, MI

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CRD#: 6907175

Professional summary

Steven Joseph Underriter, who also goes by Steve Underriter, Steven J. Underriter, Steven Underriter, is a registered financial advisor currently at FREEDOM FINANCIAL PLANNING SOLUTIONS, LLC located in Grand Rapids, Michigan.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Steven has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Underriter | Steven J. Underriter | Steven Underriter

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.

Member/Employee at Capitol Defense Consulting, LLC, Non-investment related, Address: 43914 Cheltenham Cir, Ashburn, VA 20147, part time work from home as 5% owner/employee, started: July, 2013, approximately work 5 hours per month during trading hours. Duties are administrative. Part-time employee at Systems Planning & Analysis, Inc. Non-investment related. Address; 2001 N Beauregard Street, Alexandria VA 22311, part-time work from home, started Dec 2020. 20 hours/month during trading hours. Duties: provide subject matter expertise on the EA-18G aircraft and other Navy programs

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Joseph Underriter'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®

None

Experience

Current

March 1, 2018 - Present

FREEDOM FINANCIAL PLANNING SOLUTIONS, LLC

RIA

CRD#: 292288

Grand Rapids, 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
(3/1/2018)

IAR

Virginia
(10/9/2021)

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: 11/21/2017

Uniform Investment Adviser Law Examination

Current Firm

FREEDOM FINANCIAL PLANNING SOLUTIONS, LLC

CRD#: 292288 / SEC#:

Michigan

Registered Investment Advisory firm - (3/1/2018 Approved)

Virginia

Registered Investment Advisory firm - (10/9/2021 Approved)

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Contact information

Main Address

Grand Rapids, MI

Mailing Address

Phone number

(616) 427-1794

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 2,223,513

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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Steven J. Underriter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Joseph Underriter's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM FINANCIAL PLANNING SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2017

Current Firm

FREEDOM FINANCIAL PLANNING SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FREEDOM FINANCIAL PLANNING SOLUTIONS, LLC

TRUST BUT VERIFY

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