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Michael Kuzmak Van lieshout

Investment adviser representative at Stonemark Wealth Management
10 yearsExperience
1 stateRegistered in
$609.8MFirm assets
13 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

Experience

10 years in the industry.

  1. Stonemark Wealth ManagementJul 2023 to now
  2. Crush It EnterpriseSep 2022 to Apr 2023
  3. US Commodity Futures Trading CommissionJan 2022 to Jun 2022
  4. The Mens WarehouseOct 2019 to Nov 2022
  5. Loyola University ChicagoSep 2019 to May 2023
  6. UnemployedMay 2019 to Sep 2019
  7. Jos. A BankJul 2017 to Oct 2018
  8. Stillwater Area High SchoolAug 2016 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

Stonemark Wealth Management

Legal name: Wespac Advisors Socal, LLC

$609.8MAssets managed
411Clients
10Advisers
13 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
7559332
Firm CRD
158413
Advisor's SEC record (opens in a new tab)
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