Adviser and broker representative · Asset Allocation Strategies, LLC
Stephen M. Layman
CRD 4512719 · Farmington, MI
At a glance
Stephen M. Layman is an investment adviser representative with Asset Allocation Strategies, LLC in Farmington, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephen’s SEC record dates to 2011, about 15 years ago. Stephen is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Asset Allocation Strategies, LLCSince May 2011Farmington, MI · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Stephen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.