This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-07-2017
- Office Locations
- 2
Office Locations
About Stewardright
StewardRight is an independent, fee-based, full-fiduciary planning firm serving individuals, families, and businesses from Wichita, KS and Pagosa Springs, CO. The team delivers comprehensive financial planning, active portfolio management, and insurance solutions, with retirement and education planning support. Portfolios commonly use ETFs, mutual funds, bonds, and equities; assets are custodied via Charles Schwab and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL STEPHAN PROCTOR
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #5748341
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Bryan James Looper
Investment Advisor Representative
- CRD
- #7231131
Lyndon Jon Zielke
CERTIFIED FINANCIAL PLANNER
- CRD
- #7121741
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,713,432 | -- |
| Non-Discretionary | $7,300 | -- |
| Total | $69,720,732 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing