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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-08 |
Branch Locations
4981 Cascade Rd Se Suite A, Grand Rapids, MI 49504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Portage | MI | 10/2010 | Present |
| Prudential Insurance Company Of America | Portage | MI | 10/2010 | Present |
| Stephan Stoimenoff | Schoolcraft | MI | 10/2015 | Present |
| Osaic | Hudsonville | MI | 01/2024 | Present |
1. Mutual of Omaha 2. STOIMENOFF FINANCIAL, LLC POSITION: Partner NATURE: Office Expenses INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/03/2021 ADDRESS: 710 East Milham Ave., Suite B, Portage MI 49002, United States DESCRIPTION: Pay office expenses 3. STEPHAN STOIMENOFF POSITION: Agent NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2016 ADDRESS: 7620 Carnoustie St, Portage MI 49024, United States DESCRIPTION: Incidental to my Prudential business, I am occasionally asked about Medicare Supplement Insurance. I became appointed in order to provide this service when asked. I do not actively market this activity. 4. MICHIGAN FINANCIAL COMPANIES - FIXED INSURANCE POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/08/2024 ADDRESS: 2874 Port Sheldon Street, Suite E, Hudsonville MI 49426, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance. 5. MICHIGAN FINANCIAL COMPANIES - SECURITIES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/08/2024 ADDRESS: 2874 Port Sheldon Street, Suite E, Hudsonville MI 49426, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 6. STEVE STOIMENOFF POSITION: Financial Advisor NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/08/2024 ADDRESS: 2874 Port Sheldon Stree, Suite E, Hudsonville MI 49426, United States DESCRIPTION: I do not solicit, but on rare occasion have assisted clients in securing Medicare Supplement insurance, upon request only, and incidental to my primary practice. 7. SCHEFFLER & STOIMENOFF ASSET MANAGEMENT - PART OF MICHIGAN FINANCIAL COMPANIES - FIXED INSURANCE POSITION: FINANCIAL ADVISOR NATURE: CORPORATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/01/2024 ADDRESS: 2874 Port Sheldon Street, Suite E, Hudsonville MI 49426, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 8. SCHEFFLER & STOIMENOFF ASSET MANAGEMENT - PART OF MICHIGAN FINANCIAL COMPANIES POSITION: Financial Advisor NATURE: CORPORATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2024 ADDRESS: 2874 Port Sheldon Street, Suite E, Hudsonville MI 49426, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-23 |
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