Brian P. Ream
STEWARDSHIP FINANCIAL
Gilbert, AZ 85296
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CRD#: 7559798
Professional summary
Brian Paul Ream, CFP® is a registered financial advisor currently at STEWARDSHIP FINANCIAL located in Gilbert, Arizona.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brian 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.
Stewardship Mortgage LLC. This business is not investment-related. Position is mortgage loan originator. Start date: September 2013. Approximately 80 hours/month, mostly during securities trading hours. Address is 1094 S Gilbert Rd Suite 210 Gilbert, AZ 85296. Duties of this position are originating mortgage loans for individuals.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Paul Ream'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: 2023
Experience
Current
May 20, 2022 - Present
STEWARDSHIP FINANCIAL
Office #1: 1094 S Gilbert Rd #210, Gilbert, AZ 85296RIA
CRD#: 281386
Gilbert, AZ
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
Arizona(6/13/2022)
IAR
California(5/20/2022)
IAR
Texas(5/20/2022)
Current Firm
SF
STEWARDSHIP FINANCIAL
ILLUMINATE FINANCIAL PLANNING | THE ILLUMINATE GROUP, LLC | STEWARDSHIP FINANCIAL
CRD#: 281386 / SEC#:
Arizona
Registered Investment Advisory firm - (9/10/2015 Approved)California
Registered Investment Advisory firm - (9/4/2018 Approved)Colorado
Registered Investment Advisory firm - (2/12/2019 Terminated)Texas
Registered Investment Advisory firm - (5/6/2016 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1094 S Gilbert Rd #210, Gilbert, AZ 85296
Mailing Address
Phone number
(602) 777-3327
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 672 |
| AUM (Assets Under Management) | $ 70,011,000 |
Red Flags
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