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Stephen Christopher Platt

WESTPEAK GLOBAL ADVISORS, LLC·LAFAYETTE, Colorado
Clean recordWESTPEAK GLOBAL ADVISORS, LLC
2575 PARK LANE, LAFAYETTE, CO 80026-3200CRD# 5655171Firm CRD# 106769

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Christopher Platt · LAFAYETTE, CO
Registration
CRD #5655171 · WESTPEAK GLOBAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Christopher Platt is a registered financial advisor based in LAFAYETTE, Colorado, affiliated with WESTPEAK GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WESTPEAK GLOBAL ADVISORS, LLC
WESTPEAK GLOBAL ADVISORS, LLC
AUM
$294M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WESTPEAK GLOBAL ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5655171
Firm CRD# 106769
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Christopher Platt offer?
Stephen Christopher Platt specializes in Retirement Planning, Wealth Management. Contact their office in LAFAYETTE, Colorado for a consultation.
What are Stephen Christopher Platt's credentials?
Stephen Christopher Platt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Christopher Platt located?
Stephen Christopher Platt is based in LAFAYETTE, Colorado, working with WESTPEAK GLOBAL ADVISORS, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Stephen Christopher Platt charge for services?
Stephen Christopher Platt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTPEAK GLOBAL ADVISORS, LLC?
WESTPEAK GLOBAL ADVISORS, LLC has approximately 7 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WESTPEAK GLOBAL ADVISORS, LLC

Ingrid Chan Hanson
LAFAYETTE, CO
Khalid Ghayur
LAFAYETTE, CO
Eric David Krawetz
LAFAYETTE, CO
Ronan Gerard Heaney
LAFAYETTE, CO

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Research
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