Christian Michael Stueve

Advisor at Edward Jones — Greenville, OH W Main St

Updated today

Credentials

Series 66

Experience

1 year

Location

Greenville, OH 45331

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,151 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Christian Stueve is a financial advisor with Edward Jones in Greenville, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at IGS Energy, Scotts Miracle Gro, and Wright State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management ESG / Sustainable investing General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Newlywed/Engaged Young Professionals

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Greenville, OH W Main St

202 W Main St

Greenville OH 45331

Advisors at this office

1

Most active in

Ohio · Texas

Work history

1 year of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

IGS Energy

2023 - 2024 • 1 year

Vandalia, OH

Edward Jones

2022 - 2023 • 1 year

Troy, OH

Scotts Miracle Gro

2022 - 2022 • 1 year

Dayton, OH

Unemployed

2021 - 2022 • 1 year

Dayton, OH

Wright State University

2021 - 2023 • 2 years

Dayton, OH

Milcon Commercial Concrete

2020 - 2021 • 1 year

Troy, OH

Wright State Universi

2020 - 2023 • 3 years

Beaver Creek, OH

Russia Local School

2014 - 2020 • 6 years

Russia, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Trent M

ChFC®, Series 63, Series 66

Greenville, OH

Creative Financial Designs, Inc.

Trent May is a financial advisor with Creative Financial Designs, Inc. He holds the ChFC® designation and has 19 years of industry experience. He has worked at Creative Financial Designs since 2009 and also maintains roles at CFD Investments, Inc. and May Financial. Outside of his advisory work, he serves on the Board of Directors for Nordecke and acts as Matchday Operations Director for Columbus Crew matches and related events. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs an asset-class model allocation approach informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with various fee structures and platform options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
user avatar

Douglas S

Series 63

Greenville, OH

Creative Financial Designs, Inc.

Douglas Shields is a financial advisor with Creative Financial Designs, Inc., holding a Series 63 designation and bringing 33 years of industry experience. He has been with Creative Financial Designs since 2000 and is also affiliated with May Financial Group and CFD Investments, Inc. Outside of his advisory roles, he serves as vice president of CD Shields Farm. Creative Financial Designs serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing, with flexible billing options and a suite of affiliated financial and advisory services.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
user avatar

Terry M

ChFC®, Series 63

Greenville, OH

Creative Financial Designs, Inc.

Terry May is a financial advisor with Creative Financial Designs, Inc. in Greenville, Ohio, holding the ChFC® designation and Series 63 license, with 39 years of industry experience. He has been with Creative Financial Designs since 2003 and also serves as president of May Financial Group Inc., an independent insurance sales business. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
user avatar

Gary C

Series 63

Greenville, OH

Creative Financial Designs, Inc.

Gary Cloyd is a financial advisor at Creative Financial Designs, Inc. with 32 years of industry experience. He holds the Series 63 designation and has worked in various capacities at Creative Financial Designs, May Financial Group, and other affiliated firms since 1992. Outside of advisory services, he is involved in independent insurance sales, including Medicare Supplement products. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
user avatar

Wayne F

Series 63, Series 65

Greenville, OH

Creative Financial Designs, Inc.

Wayne Fourman is a financial advisor with Creative Financial Designs, Inc. in Greenville, Ohio, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Creative Financial Designs since 2006 and is also involved with CFD Investments, Inc. Additionally, he serves as an officer and deacon at Faith Baptist Church. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a variety of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
user avatar

Wesley W

Series 63

Ansonia, OH

Calton & Associates, Inc.

Wesley Wilt is a financial advisor at Calton & Associates, Inc. with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Arbor Point Advisors and Securities America. Outside of his advisory role, he is also an agent for Wilt Insurance, focusing on the sales and service of life, health, annuities, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both fee-based and commissionable products through its dual registration as an investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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