Steven Weber, financial advisor Lone Tree CO

Steven Weber

CRD Number: 2108423
Current Firm: Stonebridge Financial Solutions, Inc.

Steven Weber (CRD# 2108423) is an Investment Advisor Representative working at Stonebridge Financial Solutions, Inc. in Lone Tree, CO and has over 26 years of experience in the finance industry.

Similar Advisors
Eric Courage , financial advisor Lone Tree CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Elizabeth O'Donnell, financial advisor Lone Tree CO
Elizabeth P. O'Donnell
CRD# 4503842
Voya Financial Advisors, Inc.
Similar Advisors
Rebecca Aardal, financial advisor Lone Tree CO
Rebecca A. Aardal
CRD# 5495455
Schaefer Financial Management, Inc.
Company Name Location Dates Years
Stonebridge Financial Solution Lone Tree, CO Sep 2002 - Current 18
Silver Oak Securities Jackson, TN Jul 2006 - Mar 2008 1
William E. Hopkins & Associates, Inc. Jackson, TN Apr 2006 - Jul 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination May 2000
Contact Info for Steven L. Weber
Phone Number: 720-895-8200
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $71,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO

Ready to hire a financial advisor? Get competitive proposals from Steven Weber and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.