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Mark Stephen Vandehey

SHAREHOLDER FINANCIAL SERVICES, INC.·CENTENNIAL, Colorado
SHAREHOLDER FINANCIAL SERVICES, INC.
6803 SOUTH TUCSON WAY, CENTENNIAL, CO 80112-3924CRD# 1018546Firm CRD# 165117

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Stephen Vandehey · CENTENNIAL, CO
Registration
CRD #1018546 · SHAREHOLDER FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
8 disclosures on file · See FINRA BrokerCheck for full record
01

About

Mark Stephen Vandehey is a registered financial advisor based in CENTENNIAL, Colorado, affiliated with SHAREHOLDER FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
OFI STEELPATH, INC.
OFI STEELPATH, INC.
AUM
$11.0B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at OFI STEELPATH, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1018546
Firm CRD# 165117
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Stephen Vandehey offer?
Mark Stephen Vandehey specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CENTENNIAL, Colorado for a consultation.
What are Mark Stephen Vandehey's credentials?
Mark Stephen Vandehey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Stephen Vandehey located?
Mark Stephen Vandehey is based in CENTENNIAL, Colorado, working with SHAREHOLDER FINANCIAL SERVICES, INC.. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.
How does Mark Stephen Vandehey charge for services?
Mark Stephen Vandehey'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 SHAREHOLDER FINANCIAL SERVICES, INC.?
SHAREHOLDER FINANCIAL SERVICES, INC. has approximately 19 employees and manages $11.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHAREHOLDER FINANCIAL SERVICES, INC.

Darren Alexander Walsh
CENTENNIAL, CO

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Research
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