Unclaimed Profile

Kevin Lee Ramsier

UX WEALTH PARTNERS LLC·CENTENNIAL, Colorado

SIE, Series 7, Series 8, Series 24, Series 63, Series 66, Series 79Clean record24 years registeredUX WEALTH PARTNERS LLC

7200 S ALTON WAY, CENTENNIAL, CO 80112CRD# 2418666Firm CRD# 308983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Lee Ramsier · CENTENNIAL, CO

Registration

CRD #2418666 · UX WEALTH PARTNERS LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UX WEALTH PARTNERS LLC

THOR FINANCIAL TECHNOLOGIES

Sep 2020 – Oct 2025

GREENSBURG, PA

UX WEALTH PARTNERS LLC

Jun 2020 – Oct 2025

Waxhaw, NC

EXACT STRATEGIES, LLC

May 2017 – May 2020

FAIRLAWN, OH

INFINITY CAPITAL MANAGEMENT LLC

Dec 2015 – Dec 2019

Parker, CO

INFINITY CAPITAL MANAGEMENT LLC

Jan 2013 – Dec 2013

LANSING, MI

CURIAN CAPITAL, LLC

Nov 2008 – Mar 2011

DENVER, CO

INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.

Jun 2002 – Nov 2008

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 63

Series 66

Series 79

Registration record

First registered · June 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UX WEALTH PARTNERS LLC

CRD 308983 · SEC 801-118833

AUM

$1.5B

Regulatory assets under management

Employees

47 client accounts

Services offered by UX WEALTH PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at UX WEALTH PARTNERS LLC →

Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CENTENNIAL?

Browse all registered financial advisors in CENTENNIAL, Colorado or claim this profile if it's yours.

Browse CENTENNIAL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kevin Lee Ramsier offer?

Kevin Lee Ramsier specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Kevin Lee Ramsier's credentials?

Kevin Lee Ramsier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Lee Ramsier located?

Kevin Lee Ramsier is based in CENTENNIAL, Colorado, last registered with UX WEALTH PARTNERS LLC.

How does Kevin Lee Ramsier charge for services?

Kevin Lee Ramsier's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UX WEALTH PARTNERS LLC?

UX WEALTH PARTNERS LLC has approximately 7 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →