Managing Member · Advisory Alpha, LLC
Steve M. Osterink
CRD 4994816 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Advisory Alpha, LLC, an SEC-registered wealth manager based in Holland, MI with $4.4 billion in regulatory assets, lists Steve M. Osterink on its Form ADV as Managing Member, a control person. The SEC filings also name Steve at 1 other registered adviser.
Firms and roles
- Advisory Alpha, LLCManaging MemberWealth manager · Holland, MI · $4.4B in regulatory assets
- Clear Creek AdvisorsSole MemberWealth manager · Denver, CO · $722M in regulatory assets
AtlasMembers
Steve’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steve’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
- 4 firmsLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Janine L. OsterinkChief Compliance Officer, Advisory Alpha, LLC
- Erik L. KromManaging Member/chief Executive Officer, Clear Creek Advisors
- Amy D. BratschChief Compliance Officer, Clear Creek Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steve’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.