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Michael Kuzmak Van Lieshout

Stonemark Wealth Management

Pasadena, CA

CRD 7559332

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Employer firm

Stonemark Wealth Management CRD 158413

$610M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Stonemark Wealth Management

225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-22
  • CA RA
    APPROVED
    Since 2024-02-22

Branch Locations

225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • 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
Stonemark Wealth Management Pasadena CA 07/2023 Present
Crush It Enterprise Chicago IL 09/2022 04/2023
Us Commodity Futures Trading Commission Chicago IL 01/2022 06/2022
The Mens Warehouse Chicago IL 10/2019 11/2022
Loyola University Chicago Chicago IL 09/2019 05/2023
Unemployed Lake Elmo MN 05/2019 09/2019
Jos. A Bank Woodbury MN 07/2017 10/2018
Stillwater Area High School Oak Park Heights MN 08/2016 05/2019
  • 07/2023 → Present
    Pasadena, CA
  • 09/2022 → 04/2023
    Crush It Enterprise
    Chicago, IL
  • 01/2022 → 06/2022
    Us Commodity Futures Trading Commission
    Chicago, IL
  • 10/2019 → 11/2022
    The Mens Warehouse
    Chicago, IL
  • 09/2019 → 05/2023
    Loyola University Chicago
    Chicago, IL
  • 05/2019 → 09/2019
    Unemployed
    Lake Elmo, MN
  • 07/2017 → 10/2018
    Jos. A Bank
    Woodbury, MN
  • 08/2016 → 05/2019
    Stillwater Area High School
    Oak Park Heights, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-22
  • S65 Uniform Investment Adviser Law Examination
    2024-02-22

View on SEC IAPD

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