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StreamSong Advisors Employee Directory

Financial ServicesMichigan, United States2-10 Employees

StreamSong Advisors is a financial services firm based in Grand Rapids, Michigan, offering financial planning and estate planning services. It analyzes clients' goals, needs, and objectives to craft asset allocation strategies aimed at helping them reach their intended outcomes, while supporting relationships as clients navigate changing life circumstances and market movements. The firm emphasizes explaining the plan to clients to ensure understanding of how risk tolerance and wealth objectives guide the recommended path.

Its professionals bring experience across banking, accounting, legal, and insurance, enabling integrated estate, tax, and insurance planning beyond what the average financial adviser can provide. The firm also works with business owners to align closely held business interests with personal wealth, adopting a holistic, big-picture perspective. With a small team, the firm operates from Grand Rapids, Michigan.

Find StreamSong Advisors employees' phone numbers or email addresses

StreamSong Advisors Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

StreamSong Advisors's Leadership

  • Stylized image of a person
    K. W.
    Chief Investment Strategist
    Phone icon
  • Stylized image of a person
    T. B.
    Owner And President
    Phone icon
  • Stylized image of a person
    C. S.
    Managing Partner
    Phone icon
  • Stylized image of a person
    S. V.
    Client Advisor Associate
    Phone icon
  • Stylized image of a person
    M. O.
    Client Relationship Advisor
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  • Stylized image of a person
    S. B.
    Billing Coordinator
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  • Stylized image of a person
    E. M.
    Project Management Intern
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StreamSong Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Other

Contact profiles from StreamSong Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. B.
    Owner And President
    Phone icon
    United StatesMichigan
    Jun 25, 2026
  • Stylized image of a person
    C. S.
    Managing Partner
    Phone icon
    UNITED STATES
    May 07, 2024
  • Stylized image of a person
    K. W.
    Chief Investment Strategist
    Phone icon
    United StatesMichigan
    Jun 08, 2026
  • Stylized image of a person
    S. V.
    Client Advisor Associate
    Phone icon
    United StatesMichigan
    Nov 18, 2025
  • Stylized image of a person
    M. O.
    Client Relationship Advisor
    Phone icon
    United StatesMontana
    Apr 14, 2026
  • Stylized image of a person
    S. B.
    Billing Coordinator
    Phone icon
    United StatesFlorida
    May 30, 2026
  • Stylized image of a person
    E. M.
    Project Management Intern
    Phone icon
    United StatesMichigan
    Oct 23, 2024

Frequently Asked Questions

What is StreamSong Advisors known for?

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StreamSong Advisors was founded in 2014 operates in the Financial Services industry. Explore StreamSong Advisors's company overview page for more information.

What is StreamSong Advisors's most common email format?

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

How many employees does StreamSong Advisors have currently?

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StreamSong Advisors has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are StreamSong Advisors's key employees and leadership?

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As of July 2026, StreamSong Advisors's key employees include:

  • Chief Investment Strategist: K. W.
  • Owner And President: T. B.
  • Managing Partner: C. S.
  • Client Advisor Associate: S. V.
  • Client Relationship Advisor: M. O.

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