Unclaimed Profile

Stephen Francis Trainer

7258 WEALTH MANAGEMENT, INC.·DENVER, Colorado

Series 7, Series 63, Series 65Clean record9 years registered7258 WEALTH MANAGEMENT, INC.

730 17TH STREET, DENVER, CO 80202CRD# 4856521Firm CRD# 297110

Profile Verification

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

Identity

Stephen Francis Trainer · DENVER, CO

Registration

CRD #4856521 · 7258 WEALTH MANAGEMENT, INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 7258 WEALTH MANAGEMENT, INC.

BOK FINANCIAL PRIVATE WEALTH, INC.

Nov 2018 – Jul 2019

Denver, CO

7258 WEALTH MANAGEMENT, INC.

Jul 2018 – Dec 2018

DENVER, CO

SRS CAPITAL ADVISORS, INC.

Oct 2016 – Jul 2018

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 4, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

7258 WEALTH MANAGEMENT, INC.

CRD 297110 · SEC 801-113345

AUM

$155M

Regulatory assets under management

Employees

145 client accounts

Services offered by 7258 WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 7258 WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen Francis Trainer offer?

Stephen Francis Trainer specializes in Financial Planning, Investment Management.

What are Stephen Francis Trainer's credentials?

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

Where is Stephen Francis Trainer located?

Stephen Francis Trainer is based in DENVER, Colorado, last registered with 7258 WEALTH MANAGEMENT, INC..

How does Stephen Francis Trainer charge for services?

Stephen Francis Trainer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 7258 WEALTH MANAGEMENT, INC.?

7258 WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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