Michael Shawn Stephani

Current Employers

Employment History

• 02/2007 → Present
  Raymond James Financial Services
  Sturgeon Bay, WI
• 04/2007 → Present
  Raymond James Financial Services Advisors
  Sturgeon Bay, WI
• 02/2012 → 09/2019
  Blahnik Investment Group
  Sturgeon Bay, WI
• 10/2013 → 10/2018
  Blahnik Investment Group
  Sturgeon Bay, WI
• 09/2019 → 09/2024
  Stephani Wealth Management
  Sturgeon Bay, WI
• 09/2019 → 09/2024
  Cape Financial Group
  Sturgeon Bay, WI
• 10/2021 → 10/2024
  Lighthouse Wealth Advisory Group, Llc
  Sturgeon Bay, WI

Other Businesses

(1)Name of Business: Lake Edge Wealth Advisors Address: 119 S Madison Ave, Sturgeon Bay, WI, 54235-8843, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 06/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Run operations of Lake Edge Wealth and provide financial advice. Provide investment management to clients. (2)Name of Business: Stephani Wealth Management Address: 4050 State Highway 42 57, Sturgeon Bay, WI, 54235, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/04/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A provider of National Guardian Life funeral trusts (3)Name of Business: Sturgeon Bay School Board Address: 1230 Michigan Street, Sturgeon Bay, WI, 54235, United States Activity Type: Political Office/Activity Position/Title: Investment Related: Yes Start Date: 07/24/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: The Deep End Address: Various, STURGEON BAY, WI, 54235, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 06/19/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a musical group that I play in sporadically in the summer.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-20