Advisor at Convert Financial Services LLC
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
Convert Financial Services LLC
Location
Mt Pleasant, MI
Credentials
Series 65
Industry experience
4 years
Shawn Stressman is a financial advisor at Convert Financial Services LLC with four years of industry experience. He holds a Series 65 designation and has a background in accounting and tax preparation, currently serving as manager of CHPM, PC, an independent retail pharmacy group, and president of Stressman CPA PLLC, which provides tax preparation and bookkeeping services. His prior work includes roles at several CPA firms dating back to 2014. Convert Financial Services LLC is a fee-only, state-registered investment adviser serving individuals, including high-net-worth clients, and small businesses. The firm focuses on portfolio management, retirement and financial planning, and consulting, utilizing index-based investment strategies combined with fundamental, technical, and quantitative analysis, primarily on a non-discretionary basis.
Based on Convert Financial Services LLC
$200 per hour for financial planning and consulting services
Account minimum: $1,000 Minimum fee: $30 per quarter for accounts under $10,000 Fee-only: Hourly financial planning and consulting fees at $200 per hour; percentage of AUM advisory fee at 1.20% annually
Mt Pleasant, MI
Michigan
Stressman CPA PLLC
2021 - Present (5 years)
CHPM, PC
2019 - Present (7 years)
William R Kanine, PC
2018 - 2018 (1 year)
James R Nichols CPA PC
2017 - 2017 (1 year)
Blystone & Bailey CPA's PC
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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