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Royal Oak, MI 48067
248-584-1400
Personalized Planning for Your Financial Goals
About Bullis Wealth Strategies
Bullis Wealth Strategies at Steward Partners, based in Royal Oak, MI, provides personalized wealth management and financial planning to individuals, families, and businesses. As part of Steward Partners, an employee-owned, full-service independent partnership and Registered Investment Advisor, we act as fiduciary to our advisory clients. We start with your goals and partner with you to create a plan designed to meet your needs, offering retirement planning, investment and risk analysis, wealth management, institutional money management, 401(k) education, defined benefit and 401(k) plans, and life and long-term care insurance. Raymond James serves as our custodian and platform provider, giving our clients access to leading investment research, specialists across financial disciplines, and market-leading technology.
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General Information
Firm Start Year
1926
CRD#
3004994
Firm CRD#
283004
Insurance License#
0221949
Name of Broker/Dealer
Steward Partners Investment Solutions, LLC
Name of Custodial Firm
Raymond James
States Licensed in
AZ,CA,FL,GA,IL,MI,MT,OH,TN,WI
Years of Experience in Financial Services
25
Number of Years with Current Firm
11
Work Experience
Steward Partners 09/13/2025 - Present Raymond James Financial Services, Inc. 01/2015 - 09/2015 First Allied Securities, Inc. 07/2007 - 01/2015 CUNA Brokerage Services 09/2003 - 07/2007 Grattan Financial Securities, Inc. 01/1998 - 09/2003
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts
Services
Investment Types
Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Our Office, Phone, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65, Series 63, Series 24, Series 7, Series 66, Series 6
Insurance and Annuity Licenses
Annuity, Life, Variable Annuity, Variable Life, Long Term Care
Firm Information
Advisor's Number of Clients
150
Advisor's Number of Managed Clients
150
Advisor's Number of Planning Clients
150
Total Assets Under Management by Advisor
$100,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets, Flat Fee, Commissions
Fee % Based on Assets
1.25%
Additional Details on Charges
Fee-Based Asset Management; Commission-Based Investment Products.
Education
B.S. Finance - Finance
Ferris State University
08/1990 -08/1994
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1894313/retirementplanning-Bullis-Wealth-Strategies-detailed-disclosure.html