BR
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
Loading...
Advisor Information
Office location
1094 S Gilbert Rd #210, Gilbert, AZ, 85296
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Brian works as a mortgage loan originator for Stewardship Mortgage LLC since 2013. This takes about half of his time and occurs mostly during securities trading hours.
Employment History
Current Registrations
Stewardship Financial
May 2022 - Present · 3 yrs 8 mos
State Registrations3 states
AZCATX
Advisor
Exams
No exam information available for this advisor.