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Steven Mark Harte Wallman

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC·COLORADO SPRINGS, Colorado
Unclaimed Profile
5475 MARK DABLING BOULEVARD, COLORADO SPRINGS, CO 80918CRD# 3277959Firm CRD# 109036
01

About

Steven Mark Harte Wallman is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with FIRST AFFIRMATIVE FINANCIAL NETWORK LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
AUM
$564M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at FIRST AFFIRMATIVE FINANCIAL NETWORK LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3277959
Firm CRD# 109036
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Mark Harte Wallman offer?
Steven Mark Harte Wallman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Steven Mark Harte Wallman's credentials?
Steven Mark Harte Wallman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Mark Harte Wallman located?
Steven Mark Harte Wallman is based in COLORADO SPRINGS, Colorado, working with FIRST AFFIRMATIVE FINANCIAL NETWORK LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Steven Mark Harte Wallman charge for services?
Steven Mark Harte Wallman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST AFFIRMATIVE FINANCIAL NETWORK LLC?
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC has approximately 22 employees and manages $564M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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