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1094 S Gilbert Rd #210, Gilbert, AZ 85296 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-01-31 |
| CA | RA | APPROVED | 2018-12-12 |
| TX | RA | APPROVED | 2018-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stewardship Financial | Gilbert | AZ | 12/2018 | Present |
| Stewardship Planning Llc | Gilbert | AZ | 01/2008 | Present |
| Stewardship Mortgage Llc | Gilbert | AZ | 01/2007 | Present |
| Stewardship Insurance Llc | Gilbert | AZ | 01/2007 | Present |
| Grant Botma Productions Llc | Gilbert | AZ | 08/2018 | Present |
| Stewardship Realty Llc | Gilbert | AZ | 03/2021 | Present |
| Stewardship Home Swap Llc | Gilbert | AZ | 05/2021 | 02/2026 |
Stewardship Planning LLC Business offers fixed insurance products and estate planning document preparation. Position: co-owner; member Hours/month: 1, during trading hours Duties: provide training and oversight to employees and strategic direction of the company. Stewardship Mortgage LLC Business is a mortgage broker. Position: President; owner Hours/month: 10; during trading hours Duties: provide training and oversight to employees and strategic direction of the company. Stewardship Insurance LLC Business is an insurance broker for property and casualty insurance. Position: President; owner Hours/month: 2; during trading hours Grant Botma Productions LLC 08/2018-present Business provides writing, speaking, and online course creation. Position: President; owner Hours/month: 1; during trading hours Duties: create online course and provide ongoing coaching to business owners. Stewardship Realty LLC 03/21-Present Licensed real estate broker in the state of Arizona. Position: Managing Member Hours/month: 10; during trading hours Able Purpose Ministries Position: Board Member Description: non-profit that provides services for adults with special needs Hours: 10 hours/month; mostly during non-trading hours Stewardship Productions LLC Description: supports other "Stewardship" entities Position: owner Hours: 30 hours/week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-05 |
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