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Brian Michael Pugh

Stewards Wealth Planning, LLC

Okemos, MI

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Current Employers
Stewards Wealth Planning, Llc

2190 Commons Parkway, Okemos, MI 48864 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-02-21
  • MI RA
    APPROVED
    Since 2023-02-21

Branch Locations

2190 Commons Parkway, Okemos, MI 48864 • 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
Stewards Wealth Planning, Llc Okemos MI 01/2023 Present
Hope Network East Lansing MI 06/2015 06/2018
Lifeplan Financial Design Inc. Okemos MI 06/2018 12/2022
Lifeplan Financial Design Inc. Okemos MI 12/2022 Present
  • 01/2023 → Present
    Stewards Wealth Planning, Llc
    Okemos, MI
  • 06/2015 → 06/2018
    Hope Network
    East Lansing, MI
  • 06/2018 → 12/2022
    Lifeplan Financial Design Inc.
    Okemos, MI
  • 12/2022 → Present
    Lifeplan Financial Design Inc.
    Okemos, MI
Other Businesses

LifePlan Financial Design Inc.; Yes; Okemos, MI; Insurance Agent; 12/2022; 80/ MO; 20/ MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-06
  • S65 Uniform Investment Adviser Law Examination
    2022-12-06
Other Names
  • Brian Pugh

View on SEC IAPD

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GREGG MYLAN HUYCK

Other Offices

EAGLE FINANCIAL ADVISORS, LLC · OKEMOS, MI
OSAIC WEALTH, INC. · OKEMOS, MI
EDWARD JONES · OKEMOS, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OKEMOS, MI
CARDINAL FINANCIAL CONSULTANTS, LLC · OKEMOS, MI
RYZOME INVESTMENT ADVISORS · OKEMOS, MI
SPC · Okemos, MI
LPL FINANCIAL LLC · OKEMOS, MI

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