Stephen Jay Witte
Investment Adviser Representative at Equita Financial Network, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephen Jay Witte is an investment adviser representative with Equita Financial Network, Inc. in Byron Center, MI, where they have been registered since 2025. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Midwest Capital Advisors, LLC and Formula Folio Investments. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Formulafolio Investments, LLCJan 2015 – Mar 2020Grand Rapids, MI
- Coldwell Real Estate IncOct 2015 – Sep 2017Grand Rapids, MI
- Coldwell Banker Schmidt Real EstateOct 2017 – Sep 2023Grand Rapids, MI
- Midwest Capital Advisors, LLCMar 2020 – Aug 2024Grand Rapids, MI
- Equita Financial Network, Inc.Mar 2025 – no end date reportedFort Washington, PA
- Mission Driven FinanceAug 2024 – no end date reportedSan Diego, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Equita Financial Network, Inc.
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
- $0 - $250,0002.50%
- $250,001 - $500,0002.25%
- $500,001 - $1,500,0002.00%
- $1,500,001 and Above1.50%
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
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Fort Washington, PA
- SEC file number:
- 801-120628
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 31, 2026
View full firm profileOther advisors at Equita Financial Network, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Jay Witte 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.
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