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Shawn Robert Stressman

Convert Financial Services LLC

Mt Pleasant, MI

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Current Employers
Convert Financial Services Llc

Mt Pleasant, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-01-04
  • MI RA
    APPROVED
    Since 2022-01-04

Branch Locations

Mt Pleasant, MI • 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
Stressman Cpa Pllc Mt Pleasant MI 01/2021 Present
Chpm, Pc Mt Pleasant MI 02/2019 Present
William R Kanine, Pc Petoskey MI 01/2018 12/2018
James R Nichols Cpa Pc East Lansing MI 07/2017 12/2017
Blystone & Bailey Cpa's Pc Mt Pleasant MI 12/2014 07/2017
  • 01/2021 → Present
    Stressman Cpa Pllc
    Mt Pleasant, MI
  • 02/2019 → Present
    Chpm, Pc
    Mt Pleasant, MI
  • 01/2018 → 12/2018
    William R Kanine, Pc
    Petoskey, MI
  • 07/2017 → 12/2017
    James R Nichols Cpa Pc
    East Lansing, MI
  • 12/2014 → 07/2017
    Blystone & Bailey Cpa's Pc
    Mt Pleasant, MI
Other Businesses

Manager of CHPM, PC - Independent Retail Pharmacies President of Stressman CPA PLLC - Tax Preparation and Bookkeeping Services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-12
  • S65 Uniform Investment Adviser Law Examination
    2020-07-12

View on SEC IAPD

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