Shawn Stressman
Convert Financial Services · Mt Pleasant, Michigan
Shawn Stressman is a fee-only financial advisor at Convert Financial Services in Mt Pleasant, Michigan. Convert Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Convert Financial Services |
|---|---|
| Based in | Mt Pleasant, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $2.0M across 26 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7475511 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Shawn's firm compares
- Convert Financial Services's average account is about $77,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Shawn
Is Shawn Stressman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and Convert Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shawn charge for financial advice?
Shawn's firm, Convert Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Shawn Stressman based?
Shawn Stressman is based in Mt Pleasant, Michigan.
Is Shawn Stressman registered with the SEC?
Yes. Shawn Stressman is registered as an investment adviser representative in MI (CRD 7475511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Convert Financial Services manage?
Convert Financial Services reports $2.0M across 26 accounts in assets under management.
How do I contact Shawn Stressman?
Contact details aren't on file yet. Search for Convert Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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