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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-08
  • MI RA
    APPROVED
    Since 2024-01-08

Branch Locations

4981 Cascade Rd Se Suite A, Grand Rapids, MI 49504 • United States

4519 Cascade Rd Se, Grand Rapids, MI 49546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2010 → Present
    Portage, MI
  • 10/2010 → Present
    Prudential Insurance Company Of America
    Portage, MI
  • 10/2015 → Present
    Stephan Stoimenoff
    Schoolcraft, MI
  • 01/2024 → Present
    Osaic
    Hudsonville, MI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-09
S63 Uniform Securities Agent State Law Examination 2010-11-23
  • S65 Uniform Investment Adviser Law Examination
    2012-03-09
  • S63 Uniform Securities Agent State Law Examination
    2010-11-23
Other Names
  • Steve Stoimenoff
  • Steve K Stoimenoff

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