John P. Stelman,  CFP<sup>&reg;</sup> - Financial Advisor

John P. Stelman, CFP®

AIF®

Certified Financial Planner

49314 Winchester Ct.
Shelby Twp., MI 48315
FINANCIAL ADVISOR'S WEBSITE
(800) 258-9570
(586) 786-4837
CONNECT WITH John
  • linkedin link

General

John Stelman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Shelby Twp., MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MI
  • Health/disability insurance: MI
  • Fixed annuities: MI
  • Variable annuities: MI

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Government & Military, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues

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