SH
Steven W. Harp
SAVVY
Denver, CO 80210
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CRD#: 5759957
SH
Steven William HarpSAVVY
Professional summary
Steven William Harp, AIF®, CFP®, ChFC®, CLU®, who also goes by Steve W Harp, Steve William Harp, Steven William Kirk, is a registered financial advisor currently at SAVVY located in Denver, Colorado.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Steven has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
Steve W Harp | Steve William Harp | Steven William Kirk
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.
1. LADL Insurance Sales. Stat Date: January 2010. Investment-related. Life, Annuity, Disability, and Long-term Care Insurance Sales. Broker. Time Spent: 2-4 hrs/mo. Colorado Wealth Group and/or Harp Financial Group (100% Steven Harp) may get paid insurance commissions directly from insurance companies. 2. 1345 Broadway, LLC- Start Date: May 2019 - Manager -Investment related- Personal real estate investments and rental properties. Time Spent: 2 hrs/mo. 3. Harp Financial Group LLC - Start Date: April 2015 - President - Not investment related - Entity used for processing of bookkeeping and payroll for investment advisory services. Time Spent: 10 hr/mo. 4. Gratitude Ventures LLC - Start Date: February 2025 - Managing Member - Investment related - Entity used for holding equity in Startup companies. Time Spent: 1 hr/mo. 5. Floteq USA LLC. Start Date: February 2025. Not investment-related. Food and Beverage Technology. Board of Directors. 0-4 hrs/mo. Floteq provides solutions for the retail, distribution, and brewing industries. Floteq USA is creating groundbreaking technology in the draft beverage industry for data collection and flow monitoring. Time Spent: 1 hr/week 6. Tax Prep Services via Colorado Wealth Group. Start Date: January 2026. Tax Prep Service. CEO, Colorado Wealth Group. Time Spent: 8-20 hrs/mo. Offering tax prep services at CWG, starting in early 2026.
CRS (Client Relationship Summary) - RIA
Click below to view Steven William Harp'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: 2014
Experience
Current
November 17, 2025 - Present
SAVVY
Office #1: 1345 S Broadway, Denver, CO 80210RIA
CRD#: 318493
Denver, CO
Past
August 14, 2020 - March 31, 2026
COLORADO WEALTH GROUP LLC
RIA
CRD#: 310024
DENVER, CO
Past
April 10, 2015 - August 14, 2020
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Denver, CO
Past
April 2, 2015 - August 14, 2020
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Denver, CO
Past
August 10, 2012 - April 1, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
LAKEWOOD, CO
Past
March 3, 2010 - April 1, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LAKEWOOD, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)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(11/17/2025)
IAR
Texas(11/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)Loading...
Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
