Advisor at GuideStream Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GuideStream Financial, Inc.
Location
Spring Arbor, MI 49283
Credentials
ChFC®
Industry experience
< 1 year
Levi Conner is a ChFC® affiliated with GuideStream Financial, Inc. in Spring Arbor, MI. He has been with GuideStream Financial since 2024 and has prior experience at Charles Schwab and Spring Arbor University. Outside of his advisory role, Levi serves as an assistant coach for the track and field team at Spring Arbor University, focusing on short sprints and javelin. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, and trustee services.
Financial planning and consulting fees generally range from $800 to $7,500, negotiable
$0 - $250,000: 1.15% $250,001 - $500,000: 1.00% $500,001 - $750,000: 0.85% $750,001 - $1,000,000: 0.70% $1,000,001+: 0.55%
Normally $300 per hour for stand-alone financial planning and consulting services
Account minimum: $25,000 for retail clients; $2,000,000 for Institutional Clients Minimum fee: Annual minimum fee of $250 for retail clients
8050 Spring Arbor Road
Spring Arbor, MI 49283
Michigan
Spring Arbor University
2024 - Present (2 years)
GuideStream Finanical
2024 - Present (2 years)
Charles Schwab
2024 - 2024 (1 year)
GuideStream Financial
2024 - 2024 (1 year)
Spring Arbor University
2020 - 2024 (4 years)
Portage Central High School
2016 - 2020 (4 years)
Portage Central Middle School
2013 - 2016 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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