Unclaimed Profile

Stephen Lynn Wenner

TRANSITIONS WEALTH MANAGEMENT, LLC·GREENWOOD VILLAGE, Colorado

Clean recordTRANSITIONS WEALTH MANAGEMENT, LLC

8101 E PRENTICE AVENUE, GREENWOOD VILLAGE, CO 80111-2935CRD# 3227089Firm CRD# 107812

Profile Verification

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

Identity

Stephen Lynn Wenner · GREENWOOD VILLAGE, CO

Registration

CRD #3227089 · TRANSITIONS WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephen Lynn Wenner is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with TRANSITIONS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TRANSITIONS WEALTH MANAGEMENT, LLC

AUM

$478M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRANSITIONS WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3227089

Firm CRD# 107812

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Lynn Wenner offer?

Stephen Lynn Wenner specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Stephen Lynn Wenner's credentials?

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

Where is Stephen Lynn Wenner located?

Stephen Lynn Wenner is based in GREENWOOD VILLAGE, Colorado, working with TRANSITIONS WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Stephen Lynn Wenner charge for services?

Stephen Lynn Wenner'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 TRANSITIONS WEALTH MANAGEMENT, LLC?

TRANSITIONS WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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