Steven J. Zakelj
FLATIRONS WEALTH MANAGEMENT
Boulder, CO 80303
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CRD#: 5643580
Professional summary
Steven Joseph Zakelj, CFP®, who also goes by Steve Zakelj, Steven J Zakelj, Steven Zakelj, is a registered financial advisor currently at FLATIRONS WEALTH MANAGEMENT located in Boulder, Colorado.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Steven has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Biography
If you're looking for the typical financial guy in an expensive suit, tiny sports car, and wood paneled office, then you're in the wrong place. While by the age of 29 Steve Zakelj was leading the research and strategy department for a boutique Manhattan-based investment firm that catered to high and ultra high net worth clientele across the world, he walked away from that life. Instead, he chose a life focused on integrity, family, and community. That's why he started Flatirons Wealth Management. He wanted to develop a business he could work in every day and sleep peacefully every night, knowing he had done right thing day in and day out. A place with no sales quotas, no bonuses, no trips, and no cheesy trophies based on how much product is sold.
Steve understands hiring a financial planner or someone to manage your investments might feel like you're taking a leap of faith. That's why while Steve brings a wealth of experience to the table including a background in equities analysis and market strategy, his aim is to always make sure you understand what's going on and why we're doing what we're doing (or not doing). That means taking time and explaining ideas and strategies in easy-to-understand ways. It also means having honest conversations and being upfront about results.
When not working, Steve enjoys spending time with his wife and two children, gardening, fishing, skiing, hiking, and camping. As a family, they volunteer with the “Yardbusters” program of Cultivate, a local non-profit that provides basic cleanup and yard maintenance services to seniors.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Investment Planning
Education Planning
Insurance Planning
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
College/Education Planning
Entrepreneurs
Fixed Fee (Subscription, Retai...
Generation X
Are you a "fiduciary"?
Yes
Aliases
Steve Zakelj | Steven J Zakelj | Steven Zakelj
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Steven Zakelj is currently licensed to sell life and health insurance and may engage in product sales with our clients, for which they will receive additional compensation. Any commissions received through life or health insurance sales do not offset advisory fees the client may pay for advisory services under FWM. This activity accounts for approximately 2 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Joseph Zakelj's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
September 6, 2018 - Present
FLATIRONS WEALTH MANAGEMENT
Office #1: 4450 Arapahoe Avenue Suite 100, Boulder, CO 80303RIA
CRD#: 297720
Boulder, CO
Past
February 4, 2013 - December 21, 2018
CHROME ASSET MANAGEMENT
RIA
CRD#: 151930
DENVER, CO
Past
December 21, 2010 - December 20, 2012
WADDELL & REED
RIA
CRD#: 866
BOULDER, CO
Past
December 6, 2010 - December 20, 2012
WADDELL & REED
BD
CRD#: 866
BOULDER, CO
Past
December 18, 2009 - September 8, 2010
PORTFOLIO ADVISORS ALLIANCE, LLC
BD
CRD#: 101680
BOULDER, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(9/6/2018)
IAR
Texas(9/25/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FLATIRONS WEALTH MANAGEMENT
FLATIRONS WEALTH MANAGEMENT | FLATIRONS WEALTH MANAGEMENT, LLC
CRD#: 297720 / SEC#:
Colorado
Registered Investment Advisory firm - (9/6/2018 Approved)Texas
Registered Investment Advisory firm - (9/21/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4450 Arapahoe Avenue Suite 100, Boulder, CO 80303
Mailing Address
Phone number
(720) 446-6093
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 251 |
| AUM (Assets Under Management) | $ 38,064,482 |
Red Flags
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