Steven Joseph Zakelj
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Estate & Legacy Planning
- Investment Management
- Education Funding
- Risk Management & Insurance
- Tax Planning
- Business Services
- Financial Planning
Specializations
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...
Other Aliases
Steve Zakelj, Steven J Zakelj, Steven Zakelj
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
FLATIRONS WEALTH MANAGEMENT | FLATIRONS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
Boulder, COPhone Number
(720) 446-6093# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
266AUM (Assets Under Management)
$49,040,128Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(9/6/2018)
(9/25/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Joseph Zakelj's CRS (Customer Relationship Summary).
Services Offered by Steven
- Retirement Planning
- Estate & Legacy Planning
- Investment Management
- Education Funding
- Risk Management & Insurance
- Tax Planning
- Business Services
- Financial Planning
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
