What departments does Stephens Wealth Management Group have?

Stephens Wealth Management Group has employees across 3 departments including Program & Project Management, Analytics, Finance.

What is the largest department at Stephens Wealth Management Group?

The largest department at Stephens Wealth Management Group is Program & Project Management with 1 employees.

Where are Stephens Wealth Management Group employees located globally?

Stephens Wealth Management Group has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Stephens Wealth Management Group's team size changed over time?

Stephens Wealth Management Group's team has decreased from approximately 11 to 2 employees based on available data.

Stephens Wealth Management Group Employee Directory

Financial ServicesMichigan, United States0-1 Employees

Stephens Wealth Management Group is a financial services firm based in Flint, Michigan, delivering wealth-management guidance through its investment-advisory arm, Stephens Consulting, LLC. The organization is registered with the Securities and Exchange Commission as an investment adviser, and its work centers on helping clients articulate goals, preserve wealth, protect their lifestyle, and address financial risks and liabilities. It also seeks to identify tax savings and to help clients plan for legacy, supported by tools intended to simplify future planning and organization.

SWMG operates within the financial services industry and maintains advisory relationships through SEC-registered registrations, with geographic constraints on where services can be offered. In November 2023 the firm expanded its offices to Jackson, Wyoming.

Stephens Wealth Management Group Global Highlights

North America
13

United States Of America
13

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Stephens Wealth Management Group's Leadership

G. S.
Owner
Mobile Phone
Email
T. S.
Wealth Advisor
Mobile Phone
Email
B. C.
Creative Production Coordinator
Mobile Phone
Email
J. B.
Program Associate
Mobile Phone
Email
J. S.
Investment Analyst And Advisor
Mobile Phone
Email
N. S.
CERTIFIED FINANCIAL PLANNER™
Mobile Phone
Email
J. S.
Mobile Phone
Email

Stephens Wealth Management Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Stephens Wealth Management Group

Name

Title

Contact Info

Location

Last Update

G. S.
Owner
Mobile Phone
Email
UNITED STATES
Jul 17, 2025
T. S.
Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Jan 06, 2026
B. C.
Creative Production Coordinator
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
J. B.
Program Associate
Mobile Phone
Email
Oct 23, 2024
J. S.
Investment Analyst And Advisor
Mobile Phone
Email
UNITED STATES
Jun 08, 2026
N. S.
CERTIFIED FINANCIAL PLANNER™
Mobile Phone
Email
United StatesMichigan
Apr 25, 2025
J. S.
Mobile Phone
Email
United StatesMichigan
Oct 18, 2024

Frequently Asked Questions

What is Stephens Wealth Management Group known for?

Stephens Wealth Management Group was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 5206 Gateway Centre Suite 300 Flint, Michigan United States; you can contact the main corporate office by phone at

+1-810-732-****

. Explore Stephens Wealth Management Group's company overview page for more information.

What is Stephens Wealth Management Group's most common email format?

Stephens Wealth Management Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Stephens Wealth Management Group email formats with LeadIQ.

How many employees does Stephens Wealth Management Group have currently?

Stephens Wealth Management Group has approximately 1 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Stephens Wealth Management Group's key employees and leadership?

As of May 2026, Stephens Wealth Management Group's key employees include:

Owner: G. S.
Wealth Advisor: T. S.
Creative Production Coordinator: B. C.
Program Associate: J. B.
Investment Analyst And Advisor: J. S.

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Stephens Wealth Management Group Employee Directory

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