Michael Patrick Mcgovern

Employer firm

Stonebridge Financial Group CRD 166251

$739M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → 07/2022
  Lpl Financial Llc
  Grand Rapids, MI
• 12/2010 → 07/2022
  United Bank Of Michigan
  Grand Rapids, MI
• 07/2022 → Present
  Stonebridge Financial Group
  Grand Rapids, MI
• 07/2022 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Grand Rapids, MI

Previous Registrations

• 2010-12-13 → 2022-08-17
  Lpl Financial Llc
  Grand Rapids, MI
  Byron Center, MI
  Caledonia, MI
  Grand Rapids, MI
  Clarksville, MI
  Dorr, MI
  E Grand Rapids, MI
  Shelbyville, MI
  Hopkins, MI
  Rockford, MI
  Wayland, MI
  E. Grand Rapids, MI
  Byron Center, MI
  Shelbyville, MI
  Jenison, MI
  Grand Rapids, MI
  Grand Rapids, MI
• 2007-07-10 → 2010-12-31
  Principal Securities, Inc.
  Grand Rapids, MI
  Hastings, MI

Other Businesses

1)Stonebridge Financial Group;investment related;333 Deposit Drive NE,Suite 220,Grand Rapids,MI 49546;operating dba name as well as RIA;financial consultant;7/11/2022;160 hrs/month;130 hrs during trading;financial consultant operating under the dba Stonebridge Financial Group,work with individuals and businesses in investment related business,retirement planning,commission-based business and fee-based asset management and planning 2)Appointment w/multiple carriers;investment related;333 Deposit Drive NE,Suite 220,Grand Rapids,MI 49546;variable,fixed & indexed annuities,life,disability and long-term care insurance;7/11/2022;financial consultant;30 hrs/month;30 hrs during trading;work with clients to determine if and when an insurance product is appropriate for their individual situation,when needed, I will get quotes from an insurance company and work with the company to initiate any transactions 3)Rockford Chamber of Commerce;not investment related;17 S Monroe St NE, Rockford,MI 49341;civic board member and committee member;board & committee member/volunteer;7/11/2022;8 hrs/month;volunteer on board of directors,committees and community activities

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-07
• S63 Uniform Securities Agent State Law Examination
  2003-06-24

Other Names

• Michael Patrick Mcgovern