Jeffrey Keith Stukey

Current Employers

Employment History

• 11/2001 → Present
  Insurance Agent
  Caledonia, MI
• 06/2014 → 02/2020
  Retirement Wealth Advisors, Inc.
  Grand Rapids, MI
• 01/2016 → 02/2020
  Formulafolio Investments Llc
  Grand Rapids, MI
• 03/2020 → Present
  Weatlhspan Investment Management Llc
  Grand Rapids, MI
• 08/2022 → Present
  Strategic Navigators Private Wealth
  Grand Rapids, MI
• 01/2025 → Present
  Ai Alpha, Llc
  Grand Rapids, MI

Previous Registrations

• 2014-06-20 → 2021-02-01
  Brookstone Wealth Advisors, Llc
  Wheaton, IL
• 2016-02-08 → 2021-02-01
  Brookstone Asset Management, Llc
  Wheaton, IL
• 2013-05-06 → 2014-04-02
  Sgl Financial, Llc
  Buffalo Grove, IL
• 2010-07-01 → 2013-04-26
  Fa Advisor Network, Llc.
  Dallas, TX
• 2007-09-10 → 2010-04-05
  Usa Wealth Management Llc
  Grand Rapids, MI
• 2007-03-15 → 2007-07-30
  Usa Financial Securities Llc
  Ada, MI
  Ada, MI

Other Businesses

1.WEALTHSPAN INVESTMENT MANAGEMENT, LLC; INVESTMENT RELATED; SAME OFFICE ADDRESS; MANAGING MEMBER/IAR; START: 03/2020; SPENDS APPROX 120 HRS/MONTH; 120 HRS/MONTH DURING TRADING; INVESTMENT ADVISORY SERVICES. 2. AI ALPHA, LLC; INVESTMENT RELATED; GRAND RAPIDS, MI; MEMBER; START; 01/2025 3. STRATEGIC NAVIGATORS PRIVATE WEALTH; INVESTMENT RELATED; GRAND RAPIDS, MI; IAR/MANAGING MEMBER; START; 08/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-08
• S63 Uniform Securities Agent State Law Examination
  2004-06-28

Other Names

• Jeff Stukey