StreamSong Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$122,325,912
Clients
263
Advisors
6
of 6 employees
About
StreamSong provides financial planning, consulting, certified divorce financial analysis, and investment management services to individuals (including high‑net‑worth clients) and to retirement plan sponsors. The firm also offers retirement plan consulting and, in certain engagements, acts as a fiduciary under ERISA for plan sponsors.
The firm tailors portfolios to client goals and risk profiles, allocating among individual equities, debt securities, mutual funds, ETFs, and, for eligible clients, privately placed securities and other alternative pooled vehicles. StreamSong combines fundamental, technical, and cyclical analysis, sets long‑term allocation targets with tactical ranges, and will deviate from those ranges in extreme market conditions.
Distinctive aspects noted in the brochure include a recent transition from state registration to SEC registration and several disclosed affiliations and activities that can create conflicts of interest, including licensed insurance producers among its personnel and ownership interests in affiliated consulting and real estate ventures; the firm describes procedures to disclose and mitigate those conflicts. The brochure also notes that, although StreamSong may identify independent managers for some clients, its stated practice is generally not to use outside managers, and it maintains institutional custodial and technology support relationships with a national custodian.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services (negotiable)
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.8% $5,000,001 - $10,000,000: 0.60% Above $10,000,000+: 0.50%
Certain Investment Advisory Representatives may offer insurance products under separate commission-based arrangements.
$200 to $500 per hour for financial planning and consulting services
Account minimum: $500,000
Main office
3200 Broadmoor SE
Grand Rapids MI 49512
Advisors at this office
6
Most active in
Arizona · Florida · Georgia · Illinois · Indiana · Michigan · Ohio · Texas
Also doing business as
Streamsong Advisors, LLC · Tactical Advisor 7, LLC
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.
Quick links
Advisors at this firm
Kerby W
CFA®
Grand Rapids, MI
StreamSong Advisors, LLC
Kerby Wallick is a CFA® charterholder with 12 years of industry experience, currently serving at StreamSong Advisors, LLC since 2014. He is based in Grand Rapids, MI, and works as part of a five-advisor team. StreamSong Advisors provides financial planning, consulting, certified divorce financial analysis, and investment management services to individuals, including high-net-worth clients, as well as retirement plan sponsors. The firm employs a portfolio approach that combines fundamental, technical, and cyclical analysis, tailoring allocations across various asset classes to clients’ goals and risk profiles.
Ian R
Series 65
Grand Rapids, MI
StreamSong Advisors, LLC
Ian Rampersad is a financial advisor at StreamSong Advisors, LLC with a Series 65 credential and one year of industry experience. Before joining StreamSong, he worked at Conpoto for four years and has held various positions in brewing, fulfillment, and education sectors. StreamSong Advisors provides financial planning, consulting, certified divorce financial analysis, and investment management services to individuals, including high-net-worth clients, as well as retirement plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios aligned with client goals and risk profiles.
Michael O
Series 66
Grand Rapids, MI
StreamSong Advisors, LLC
Michael O'farrell is a financial advisor at StreamSong Advisors, LLC in Grand Rapids, MI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America and Merrill. StreamSong Advisors provides financial planning, consulting, certified divorce financial analysis, and investment management services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios aligned with client goals and risk profiles.
Samuel V
Series 65
Grand Rapids, MI
StreamSong Advisors, LLC
Samuel Vasiu is a financial advisor at StreamSong Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and Legacy Financial. Outside of his advisory role, no additional business activities are noted. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.
Tyler R
CFP®
Grand Rapids, MI
StreamSong Advisors, LLC
Tyler Rayman is a CFP® at StreamSong Advisors, LLC with one year of experience at the firm and a total of ten years in the financial industry. His prior experience includes roles at Greenleaf Trust, Mercantile Bank, and Eastern Michigan. StreamSong Advisors provides financial planning, consulting, certified divorce financial analysis, and investment management services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm emphasizes tailored portfolios using a mix of fundamental, technical, and cyclical analysis, with long-term allocation targets adjusted tactically in response to market conditions.
Thomas B
Series 66
Grand Rapids, MI
StreamSong Advisors, LLC
Thomas Braun is a financial advisor at StreamSong Advisors, LLC in Grand Rapids, MI, with 15 years of industry experience. He holds the Series 66 designation and has been with StreamSong Advisors since 2014. Braun serves as a for-profit board member of Change Parts, a private company. StreamSong Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, investment management, and consulting services. The firm combines fundamental, technical, and cyclical analysis in its investment process and tailors portfolios to clients’ risk tolerance, time horizon, and liquidity needs.
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