Steve Mark Osterink

Current Employers

Employment History

• 06/2011 → 03/2017
  Alphastar Capital Management, Llc
  Cornelius, NC
• 06/2011 → Present
  Advisory Alpha, Llc
  Holland, MI
• 02/2018 → 12/2020
  Planners Alliance, Llc
  Holland, MI
• 03/2019 → 12/2021
  Simplicity Wealth, Llc
  Holland, MI

Previous Registrations

• 2019-04-04 → 2021-12-16
  Simplicity Wealth
  Summit, NJ
• 2011-06-10 → 2017-03-21
  Alphastar Capital Management
  Grand Rapids, MI
  Cornelius, NC
• 2010-11-01 → 2011-06-07
  Regal Investment Advisors Llc
  Kentwood, MI
• 2010-02-02 → 2010-11-02
  Osaic Services, Inc.
  Scottsdale, AZ
  Grandville, MI

Other Businesses

1) STEVEN MARK OSTERINK, JR; INVESTMENT-RELATED; 348 S. WAVERLY ROAD, SUITE 100, HOLLAND, MI 49423; SALE OF INSURANCE; LICENSED INSURANCE AGENT; 04/2007; APPROX> 1 HOUR/MONTH; APPROX. 0 HOURS/MONTH DURING TRADING HOURS; OFFER TERM LIFE INSURANCE AND FIXED ANNUITIES TO CLIENTS. 2) SMO PARTNERS, LLC.; INVESTMENT RELATED; 348 S. WAVERLY ROAD, SUITE 100, HOLLAND, MI 49423; HOLD MINORITY OWNERSHIP AS A NON OPERATING HOLDING COMPANY; SOLE MEMBER; MEMBER; 12/2021; APPROX >1 HOUR/MONTH; 0 HOURS/MONTH DURING TRADING; MANAGING PARTNER OF HOLDING COMPANY. 3) 348 WAVERLY, LLC; NOT INVESTMENT-RELATED; 348 S. WAVERLY ROAD, SUITE 100, HOLLAND, MI 49423; REAL ESTATE; OWNER; 12/2020; APPROX. 5 HOURS/MONTH; APPROX. 0 HOURS/MONTH DURING TRADING HOURS; OWN PROPERTY AND OVERSEE PROPERTY MANAGER AND TENANTS. 4) INSURANCE PLANNING SPECIALISTS, LLC; INVESTMENT RELATED; 348 S. WAVERLY ROAD, SUITE 100, HOLLAND, MI 49423; INSURANCE SALES; OWNER/LICENSED INSURANCE AGENT; 12/31/2024; APPROX. 2 HOURS/MONTH; APPROX 2 HOURS/MONTH; OFFERING FIXED INSURANCE PRODUCT SALES AND PLANNING SERVICES, WHILE OPERATING AS THE OWNER AND MANAGING BUSINESS OPERATIONS.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-23
• S63 Uniform Securities Agent State Law Examination
  2005-09-06

Designations

Other Names

• Steven Osterink