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Stephen Lynn Wenner

TRANSITIONS WEALTH MANAGEMENT, LLC·GREENWOOD VILLAGE, Colorado
Unclaimed Profile
8101 E PRENTICE AVENUE, GREENWOOD VILLAGE, CO 80111-2935CRD# 3227089Firm CRD# 107812
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRANSITIONS WEALTH MANAGEMENT, LLC
TRANSITIONS WEALTH MANAGEMENT, LLC
AUM
$478M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at TRANSITIONS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3227089
Firm CRD# 107812
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at TRANSITIONS WEALTH MANAGEMENT, LLC

Bruce Richard Bendell
DENVER, CO
Josh David Lozow
GREENWOOD VILLAGE, CO
Michelle Ruth Sandt-Wade
DENVER, CO
Gary Paul Saltzman
DENVER, CO
Lawrence Lee Greenberg
GREENWOOD VILLAGE, CO
Michael Gene Simmons
DENVER, CO

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