RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Steve Mark Osterink
- Title
- CEO Mentorreportedadvisoryalpha.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Advisory Alpha, LLC independent RIA currentsince Jan 2, 2026 · Holland, Mi
- Simplicity Wealth mixed wealthApr 4, 2019 to Dec 16, 2021 · Summit, Nj
- Alphastar Capital Management independent RIAJun 10, 2011 to Mar 21, 2017 · Grand Rapids, Mi
- Regal Investment Advisors LLC BD affiliatedNov 1, 2010 to Jun 7, 2011 · Kentwood, Mi
- Sagepoint Financial, Inc. formerFeb 2, 2010 to Nov 2, 2010 · Scottsdale, Az
- Simplicity Wealth to Advisory Alpha, LLCleft Dec 16, 2021, registered Jan 2, 2026 (1478 days) · RIA to RIA
- Alphastar Capital Management to Simplicity Wealthleft Mar 21, 2017, registered Apr 4, 2019 (744 days) · Other
- Regal Investment Advisors LLC to Alphastar Capital Managementleft Jun 7, 2011, registered Jun 10, 2011 (3 days) · Other
- Sagepoint Financial, Inc. to Regal Investment Advisors LLCleft Nov 2, 2010, registered Nov 1, 2010 (-1 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address