Unclaimed Profile

Stephen Todd Erwin

WALKER & DUNLOP INVESTMENT PARTNERS, INC.·DENVER, Colorado

SIE, Series 14, Series 6514 years registeredWALKER & DUNLOP INVESTMENT PARTNERS, INC.

2345 E. 3RD AVENUE, DENVER, CO 80206CRD# 5028461Firm CRD# 165022

Profile Verification

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

Identity

Stephen Todd Erwin · DENVER, CO

Registration

CRD #5028461 · WALKER & DUNLOP INVESTMENT PARTNERS, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WALKER & DUNLOP INVESTMENT PARTNERS, INC.

WALKER & DUNLOP INVESTMENT PARTNERS, INC.

Sep 2020 – Dec 2024

DENVER, CO

AVEO CAPITAL PARTNERS, LLC

Sep 2013 – Jul 2018

GREENWOOD VILLAGE, CO

BLUE SKY ASSET MANAGEMENT, LLC

Sep 2013 – Jul 2018

GREENWOOD VILLAGE, CO

AVANT-GARDE ADVISORS LLC

Jan 2012 – Sep 2013

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 14

Series 65

Registration record

First registered · January 4, 2012

Years registered · 14

Disclosure History

1988Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WALKER & DUNLOP INVESTMENT PARTNERS, INC.

CRD 165022 · SEC 801-77397

AUM

$1.6B

Regulatory assets under management

Employees

30 client accounts

Services offered by WALKER & DUNLOP INVESTMENT PARTNERS, INC.

Per Form ADV

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at WALKER & DUNLOP INVESTMENT PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Todd Erwin offer?

Stephen Todd Erwin specializes in Retirement Planning, Wealth Management.

What are Stephen Todd Erwin's credentials?

Stephen Todd Erwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Todd Erwin located?

Stephen Todd Erwin is based in DENVER, Colorado, last registered with WALKER & DUNLOP INVESTMENT PARTNERS, INC..

How does Stephen Todd Erwin charge for services?

Stephen Todd Erwin's firm is compensated through percentage of aum, performance-based fees, other: origination, asset management and servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALKER & DUNLOP INVESTMENT PARTNERS, INC.?

WALKER & DUNLOP INVESTMENT PARTNERS, INC. has approximately 40 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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