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Steven Jacob Weigandt

PERSPECTIVE WEALTH ADVISORS LLC·LOVELAND, Colorado
SIE, Series 6, Series 7TO, Series 63, Series 65Clean record1 years registeredPERSPECTIVE 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 · 1 years registered
Brand Profile
Not yet started
01

Career History

PERSPECTIVE WEALTH ADVISORS
Sep 2024 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 63
Series 65
Registration record
First registered · September 16, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PERSPECTIVE WEALTH ADVISORS LLC
CRD 332574 · SEC 801-131075
AUM
$112M
Regulatory assets under management
Employees
4
624 client accounts
Services offered by PERSPECTIVE WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PERSPECTIVE WEALTH ADVISORS LLC →
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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
CFP

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