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Stephen Michael Erb

Investment Adviser Representative at ASSUREDPARTNERS INVESTMENT ADVISORS

Dewitt, MICRD #2864035Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Michigan
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/1/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 3/20/1997
Series 7
General Securities Representative Examination
Passed 7/29/1997
Series 52
Municipal Securities Representative Examination
Passed 3/11/1997
Series 53
Municipal Securities Principal Examination
Passed 11/14/2002
Series 24
General Securities Principal Examination
Passed 4/12/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Assuredpartners Investment Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ASSUREDPARTNERS INVESTMENT ADVISORSCurrent
10/21/2024Dewitt, MI
CHESME CAPITAL MANAGEMENT
12/19/201711/26/2024Dewitt, MI
CHESME CAPITAL MANAGEMENT
8/25/20108/21/2017Dewitt, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Stephen Michael Erb 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.

Stephen Michael Erb - Financial Advisor in Dewitt, MI | AdvisorFinder