John Patrick Stelman

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 06/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2009 → 06/2018
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2018 → 05/2021
  Acorn Wealth Advisors
  Grand Blanc, MI
• 05/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-07-11 → 2021-05-05
  Acorn Wealth Advisors, Llc
  Grand Blanc, MI
• 2010-09-17 → 2018-07-11
  Cambridge Investment Research Advisors, Inc.
  Lake Orion, MI
  Shelby Twp, MI
• 2010-10-19 → 2011-03-16
  Stelman & Associates, Llc

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 11/13/09 2) STELMAN & ASSOCIATES, 49314 WINCHESTER CT, SHELBY TWP, MI, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 04/30/21, INV REL, 5 HR/MO- 1/TRADING HR. 3) STELMAN & ASSOCIATES, L.L.C DBA STELMAN & ASSOCIATES., 49314 WINCHESTER CT, SHELBY TWP, MI, 01/01/01, MANAGING MEMBER, DBA Name, INV REL 0 HR/MO- 0HR/TRADING 4) STELMAN FINANCIAL SERVICES, INC, 49314 WINCHESTER COURT, SHELBY TOWNSHIP, MI, S-CORP, 10/15/03, INV REL, OWNER, 1 HR/WK- 0/TRADING HR.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-05-12

Designations

• Certified Financial Planner