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Craig Allan Ackermann

Investment Adviser Representative at Stewardship Trust Advisors

Grandville, MICRD #4187403Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Craig Allan Ackermann is an investment adviser representative with Stewardship Trust Advisors in Grandville, MI, where they have been registered since 2023. They have worked in the securities industry since 2000 and have been registered with 5 firms, including Stewardship Advisory Group, LLC and United Planners' Financial Services of America A Limited Partner. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.

Office

3411 Wilson Avenue Sw
Grandville, MI 49418

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/4/2006
Series 65
Uniform Investment Adviser Law Examination
Passed 6/8/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 10/11/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/26/2000
Series 24
General Securities Principal Examination
Passed 2/24/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Stewardship Trust AdvisorsCurrent
6/28/2023 – Grandville, MI
Stewardship Advisory Group, LLC
3/27/2013 – 7/31/2023Byron Center, MI
United Planners' Financial Services OF America A Limited Partner
2/25/2011 – 10/3/2014Grand Rapids, MI
Qa3 Financial LLC
7/9/2010 – 2/11/2011Grand Rapids, MI
Merrill Lynch, Pierce, Fenner & Smith Incorporated
9/2/2005 – 6/28/2010Grand Rapids, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. United Planners' Financial Services
    Feb 2011 – Jul 2023Scottsdale, AZ
  2. Ackerman Financial
    Mar 2001 – Jun 2023Grand Rapids, MI
  3. Stewardship Advisory Group
    Mar 2013 – Jun 2023Ocoee, FL
  4. Stewardship Legacy Coaching, LLC
    Apr 2002 – Jun 2023Byron Center, MI
  5. Stewardship Estate Planning
    Jul 2014 – Jun 2023Byron Center, MI
  6. Pilgrims Capital Advisors, INC DBA Stewardship Trust Advisors IN
    Jun 2023 – no end date reportedGrandville, MI

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Stewardship Trust Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$250,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Grandville, MI
SEC file number:
801-129119

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 20, 2026

View full firm profile

Other advisors at Stewardship Trust Advisors

3 other advisors in the directory

View Stewardship Trust Advisors firm profile

Similar advisors in Grandville, MI

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig Allan Ackermann has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Craig Allan Ackermann (Stewardship Trust Advisors)