Stewardship Trust Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stewardship Trust Advisors is an SEC-registered advisory team that serves individuals (including high-net-worth clients), retirement plans, businesses, charitable organizations, trusts and banks. The firm provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) and 3(38) retirement plan fiduciary services.
The firm relies on fundamental securities analysis and generally emphasizes long-term, diversified portfolios while occasionally pursuing short-term opportunities, tailoring allocations to clients’ goals, risk tolerances, time horizons and liquidity needs. Account implementation is done at the individual-account level with occasional aggregated block trading, and some clients engage in options and margin trading — practices that introduce added risk and affect portfolio valuation and fee calculations.
Stewardship Trust Advisors was formed through a recent consolidation and continues to honor legacy client agreements while working to transition to a unified operational approach, which can result in differing client terms during the transition. The firm’s owners are also licensed insurance agents and the adviser discloses receipt of third‑party research and revenue‑sharing from certain mutual funds, arrangements the brochure identifies as potential conflicts of interest for clients to consider.
Client services
Expertise
Fee options
Equivalent flat fees for investment management; max $1,200 collected six or more months in advance for financial planning
Up to $275 per hour for financial planning
Account minimum: $250,000 or $3,000 minimum annual fee Minimum fee: $3,000 annual minimum fee
Main office
3411 Wilson Avenue SW
Grandville MI 49418
Advisors at this office
4
Most active in
Michigan
Also doing business as
John W Wierenga, Ii · Pilgrims Capital Advisors, Inc. · Solomon's Plan · Stewardship Trust Advisors · Stewardship Trust Advisors, Inc. · Wierenga Asset Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Craig A
CFP®, Series 63, Series 65, Series 66
Grandville, MI
Stewardship Trust Advisors
Craig Ackermann is a CFP® professional with 26 years of industry experience, currently serving at Stewardship Trust Advisors. His prior roles include positions at Stewardship Estate Planning, Stewardship Advisory Group, United Planners' Financial Services, Stewardship Legacy Coaching, LLC, and Ackerman Financial. Ackermann is also a licensed insurance agent, offering insurance services separate from his investment advisory work. Stewardship Trust Advisors is an SEC-registered advisory team serving individuals, retirement plans, businesses, charitable organizations, trusts, and banks. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan fiduciary services, focusing on fundamental securities analysis and long-term, diversified portfolios tailored to clients’ objectives.
Todd A
Series 63, Series 66
Grandville, MI
Stewardship Trust Advisors
Todd Ackermann is a financial advisor at Stewardship Trust Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several firms, including Stewardship Estate Planning and United Planners' Financial Services. In addition to his advisory role, Ackermann is a licensed insurance agent offering insurance services to clients. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks with asset management, financial planning, and fiduciary services. The firm employs a fundamental, primarily long-term investment approach while allowing opportunistic trading and utilizes both third-party managers and block trade allocations.
John W
Series 63, Series 65
Grandville, MI
Stewardship Trust Advisors
John Wierenga II is a financial advisor at Stewardship Trust Advisors with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Pilgrims Capital Advisors, Inc. since 2014. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks by providing asset management, financial planning, and retirement-plan fiduciary services. The firm employs a fundamental, primarily long-term investment approach while allowing opportunistic short-term trades across various asset classes and offers both discretionary and non-discretionary portfolio management.
Jacob E
Series 65
Grandville, MI
Stewardship Trust Advisors
Jacob Ekkens is a financial advisor at Stewardship Trust Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Stewardship Advisory Group and operated his own firm, Jacob Ekkens LLC. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks with asset management, financial planning, and retirement-plan fiduciary services. The firm’s investment approach focuses on fundamental analysis with a long-term orientation while allowing opportunistic short-term trades across various asset classes.
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