Stephen Erwin (CRD# 5028461) is an Investment Advisor Representative working at Walker & Dunlop Investment Partners, Inc. in Denver, CO and has over 12 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Zelman Partners LLC | Denver, CO | Sep 2023 - Current | < 1 |
Walker & Dunlop Investment Partners Corporation | Denver, CO | May 2018 - Current | 5 |
Zelman Partners, LLC | Denver, CO | Dec 2022 - Sep 2023 | < 1 |
Highlander Compliance Consulting | Greenwood Village, CO | Mar 2015 - May 2018 | 3 |
Thorofare, LLC | Los Angeles, CA | Mar 2015 - May 2018 | 3 |
Aveo Capital Partners, LLC | Littleton, CO | Sep 2013 - May 2018 | 4 |
Blue Sky Asset Management | Littleton, CO | Jul 2013 - May 2018 | 4 |
Highlander Law Firm, LLC | Aurora, CO | Jun 2009 - May 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management1,569MILLIONS
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Total Number of Accounts30ACCOUNTS
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Average Account Value$52,293,312
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CO
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