GB

Grant Martin Botma

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
279 clients
Average Client Portfolio
$251K average
Assets Under Management
$70.0M

Fee Structure

This brochure supplement provides information about Brian P. Ream and supplements the Stewardship Financial Form ADV Part 2A firm brochure. Contact Jake Norton at (602) 777-3327 if you did not receive the full brochure or have questions.

Areas of Practice
Investment Management
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Advisor Information

Office location

1094 S Gilbert Rd #210, Gilbert, AZ, 85296

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Grant is co-owner of Stewardship Planning LLC, offering fixed insurance products and estate planning, and President/owner of Stewardship Mortgage LLC (mortgage broker), Stewardship Insurance LLC (property and casualty insurance broker), Neoteric Software LLC (software for insurance agents), and Grant Botma Productions LLC (writing, speaking, online courses). He also is a managing member of Stewardship Realty LLC and Stewardship Home Swap LLC, both not yet operational.

Employment History
Current Registrations
Stewardship Financial
December 2018 - Present · 7 yrs 1 mo
State Registrations3 states
AZCATX
Advisor
Exams
No exam information available for this advisor.