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Stefan Charles Ropp

Investment adviser representative at Asset Allocation Strategies, LLC
10 yearsExperience
1 stateRegistered in
$1BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Asset Allocation Strategies, LLCNov 2018 to now
  2. Glp Investment Services, LLCNov 2018 to now
  3. Glp & Associates, LLCMay 2017 to now
  4. Grand Valley State UniversityJul 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (MI).

Asset Allocation Strategies, LLC

$1BAssets managed
4,394Clients
40Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7020568
Firm CRD
152339
Advisor's SEC record (opens in a new tab)
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