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Steven Jacob Weigandt

PERSPECTIVE WEALTH ADVISORS LLC·LOVELAND, Colorado
Clean recordPERSPECTIVE WEALTH ADVISORS LLC
1615 FOXTRAIL DRIVE, LOVELAND, CO 80538CRD# 6313922Firm CRD# 332574

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Jacob Weigandt · LOVELAND, CO
Registration
CRD #6313922 · PERSPECTIVE WEALTH ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Jacob Weigandt is a registered financial advisor based in LOVELAND, Colorado, affiliated with PERSPECTIVE WEALTH ADVISORS 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
Introduction

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03

Firm Overview

Firm
PERSPECTIVE WEALTH ADVISORS LLC
PERSPECTIVE WEALTH ADVISORS
AUM
$112M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PERSPECTIVE WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6313922
Firm CRD# 332574
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Jacob Weigandt offer?
Steven Jacob Weigandt specializes in Financial Planning, Investment Management. Contact their office in LOVELAND, Colorado for a consultation.
What are Steven Jacob Weigandt's credentials?
Steven Jacob Weigandt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Jacob Weigandt located?
Steven Jacob Weigandt is based in LOVELAND, Colorado, working with PERSPECTIVE WEALTH ADVISORS LLC. Their office serves clients in the LOVELAND metropolitan area and surrounding communities.
How does Steven Jacob Weigandt charge for services?
Steven Jacob Weigandt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSPECTIVE WEALTH ADVISORS LLC?
PERSPECTIVE WEALTH ADVISORS LLC has approximately 4 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PERSPECTIVE WEALTH ADVISORS LLC

Tyler Ryan Hensen
LOVELAND, CO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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