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.
Credentials
CFP®, Series 63
Experience Industry experience
12 years
Location
West Branch, MI 48661
Cetera
Institution
Brenden Stephenson is a CFP® with 12 years of industry experience, currently serving at Cetera. He has worked at Cetera since 2016 and has been involved with Stephenson & Company P.C. since 2017. Outside of financial advising, he is the president of the Optimist Club of West Branch and serves on the Ogemaw County Committee for the North Central MI Community Foundation, in addition to holding a board position at Huron Community Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and affiliations.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
West Branch, MI
203 S Second St
West Branch MI 48661
Advisors at this office
2
Michigan · Texas
12 years of industry experience
Stephenson & Company P.C.
2017 - Present • 9 years
West Branch, MI
Cetera
2016 - Present • 10 years
Schaumburg, IL
CETERA Financial Specialists LLC
2016 - Present • 10 years
Schaumburg, IL
SCG Financial, Ltd
2014 - 2017 • 3 years
West Branch, MI
Stephenson, Gracik & Co, P.C.
2012 - 2017 • 5 years
West Branch, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 66
West Branch, MI
Edward Jones
Wayne Winter is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones Investments since 2008. Based in West Branch, MI, he provides wealth management services through a well-established firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
CFP®, Series 63, Series 66
West Branch, MI
OSAIC
Roger Hughey is a CFP® professional with 28 years of experience in the financial industry. He is currently with OSAIC, having joined in 2023 after 18 years at The O.N. Equity Sales Company and 19 years at Ohio National Life Insurance Company. In addition to his advisory role, he is involved with Encore Financial Group as a financial advisor and office manager and operates as an insurance agent through several entities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services from brokerage and investment advisory to financial planning and retirement consulting, using various tools and third-party platforms to construct and manage portfolios.
Series 66
West Branch, MI
Cetera
Tess Childs is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera since 2022 and previously at Mercantile Bank of Michigan. Outside of financial advising, she is involved in coaching at Ogemaw Heights High School and serves as treasurer and volunteer for the Ogemaw Youth Basketball Organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services supported by a multi-manager platform.
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