Unclaimed Profile

Wesley Lee Strode

PORTFOLIO DESIGN ADVISORS, INC.·CENTENNIAL, Colorado

SIE, Series 7, Series 65CFAClean record14 years registeredPORTFOLIO DESIGN ADVISORS, INC.

9055 EAST MINERAL CIRCLE, CENTENNIAL, CO 80122CRD# 5080829Firm CRD# 137789

Profile Verification

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

Identity

Wesley Lee Strode · CENTENNIAL, CO

Registration

CRD #5080829 · PORTFOLIO DESIGN ADVISORS, INC. · 14 years registered

Brand Profile

Not yet started

Career History

GENEOS WEALTH MANAGEMENT, INC.

Feb 2012 – present

PORTFOLIO DESIGN ADVISORS, INC.

Jan 2017 – Jul 2024

Englewood, CO

PORTFOLIO DESIGN ADVISORS, INC.

Mar 2012 – Dec 2016

CENTENNIAL, CO

ADVISED ASSETS GROUP, LLC

Sep 2011 – Feb 2012

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · September 30, 2011

Years registered · 14

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO DESIGN ADVISORS, INC.

CRD 137789 · SEC 801-64971

AUM

$39M

Regulatory assets under management

Employees

157 client accounts

Services offered by PORTFOLIO DESIGN ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PORTFOLIO DESIGN ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Wesley Lee Strode offer?

Wesley Lee Strode specializes in Investment Management, Fee-Only Advisory. Contact their office in CENTENNIAL, Colorado for a consultation.

What are Wesley Lee Strode's credentials?

Wesley Lee Strode holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Wesley Lee Strode located?

Wesley Lee Strode is based in CENTENNIAL, Colorado, working with PORTFOLIO DESIGN ADVISORS, INC.. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.

How does Wesley Lee Strode charge for services?

Wesley Lee Strode'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 PORTFOLIO DESIGN ADVISORS, INC.?

PORTFOLIO DESIGN ADVISORS, INC. has approximately 4 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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