Advisor at Advanced Financial Management, 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
Advanced Financial Management, Inc.
Location
Lambertville, MI 48144
Credentials
Series 63, Series 65
Industry experience
28 years
Shanyn Stewart is a financial advisor with Advanced Financial Management, Inc. in Lambertville, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to her current role since 2020, she spent nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of advisory work, she is an ordained minister who speaks on biblical topics and is involved in several business ventures, including accounting and tax services, an apparel company, and retail operations. Advanced Financial Management, Inc. serves individual and high-net-worth clients as well as small businesses, offering financial planning, consulting, and portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios managed through third-party sub-advisers, with frequent monitoring and rebalancing.
Based on Advanced Financial Management, Inc.
Based on Advanced Financial Management, Inc.
$1,250 to $6,000 for comprehensive financial planning services
$0 - $5,000,000: 1.25% Over $5,000,000+: 1.00%
$150 per hour for financial consulting services
$300 per quarter for ongoing financial planning services
8336 Monroe Road, Suite 101
Lambertville, MI 48144
Michigan · Texas
Advanced Financial Management, Inc.
2020 - Present (6 years)
Cambridge Investment Research Advisors
2011 - 2020 (9 years)
Cambridge investment Research, Inc.
2011 - 2020 (9 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Is not active or affiliated with:
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.
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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