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3411 Wilson Avenue Sw, Grandville, MI 49418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-28 |
| MI | RA | APPROVED | 2023-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 02/2011 | 07/2023 |
| Ackerman Financial | Grand Rapids | MI | 06/2010 | 06/2023 |
| Stewardship Advisory Group | Byron Center | MI | 03/2013 | 06/2023 |
| Stewardship Legacy Coaching, Llc | Byron Center | MI | 04/2002 | 06/2023 |
| Stewardship Estate Planning | Byron Center | MI | 07/2014 | 06/2023 |
| Pilgrims Capital Advisors, Inc D/B/A Stewardship Trust Advisors, | Grandville | MI | 06/2023 | Present |
1.) PILGRIMS CAPITAL ADVISORS, INC D/B/A STEWARDSHIP TRUST ADVISORS, INC - INVESTMENT ADVISORY REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - GRANDVILLE, MI - SINCE 06/2023 - INVESTMENT RELATED 2.) Todd Ackermann is a licensed insurance agent appointed with various insurance companies and offers insurance to clients - Mr. Ackermann's insurance activities are not investment related - Grandville, MI - since 07/2023 - Mr. Ackermann's insurance activities account for approximately 20 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-15 |
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