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Credentials
Series 66
Experience Industry experience
9 years
Location
Manistique, MI 49854
Edward Jones
Institution
Steven Pugh is a financial advisor with Edward Jones, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for The Chapel of Lake County for ten years. Outside of his advisory role, he is involved in his community as a football coach for Manistique Area Schools and serves as a director for the Manistique Area Hockey Association, focusing on coaching and policy development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Manistique, MI
601 East Lakeshore Drive, Suite 104
Manistique MI 49854
Advisors at this office
1
Michigan · Texas
9 years of industry experience
Edward Jones
2017 - Present • 9 years
St. Louis, MO
The Chapel of Lake County
2007 - 2017 • 10 years
Libertyville, IL
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.
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.
Is not active or affiliated with:
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.
Series 63, Series 65
Manistique, MI
Fairway Investment Group, LLC
Leonard Graham is an investment advisor representative with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Fairway Investment Group since 2022 and is also associated with MEA Financial Services and Paradigm Equities, Inc. Outside of his advisory work, he manages a seasonal cottage rental property on Lake Huron. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, alongside individual clients, trusts, estates, and select businesses. The firm focuses on fee-based portfolio management and delivers tailored investment advice through various LPL Financial-sponsored programs, operating mainly on a non-discretionary basis.
Series 66
Schoolcraft, MI
LPL Financial
Stacy Foote is a financial advisor at LPL Financial with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Edward Jones. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third‑party asset management access, and institutional platforms, combining advisory and non‑advisory financial activities on a large scale.
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