Grant Martin Botma

Stewardship Financial

6 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment Management

Stewardship Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

279 clients

Average Client Portfolio

$251K average

Assets Under Management

$70.0M

Location

1094 S Gilbert Rd #210, Gilbert, AZ, 85296

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Grant is co-owner of Stewardship Planning LLC, offering fixed insurance products and estate planning, and President/owner of Stewardship Mortgage LLC (mortgage broker), Stewardship Insurance LLC (property and casualty insurance broker), Neoteric Software LLC (software for insurance agents), and Grant Botma Productions LLC (writing, speaking, online courses). He also is a managing member of Stewardship Realty LLC and Stewardship Home Swap LLC, both not yet operational.

Employment History

Current Registrations

Stewardship Financial

December 2018 - Present · 7 yrs 2 mos

State Registrations3 states

AZCATX

Advisor

Exams

No exam information available for this advisor.