Steven J. Weigandt
Professional summary
Steven Jacob Weigandt JR, who also goes by Steven Weigandt, is a registered financial advisor currently at PERSPECTIVE WEALTH ADVISORS located in Loveland, Colorado.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Steven has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Jacob Weigandt JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2024 - Present
PERSPECTIVE WEALTH ADVISORS
Office #1: 1615 Foxtrail Drive Suite 260, Loveland, CO 80538November 13, 2014 - September 9, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
PERSPECTIVE WEALTH ADVISORS
CRD#: 332574 / SEC#: 801-131075
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/16/2024)
(9/16/2024)
Exams
Series 7TO
Date: 7/31/2019
General Securities Representative ExaminationCurrent Firm
PERSPECTIVE WEALTH ADVISORS
CRD#: 332574 / SEC#: 801-131075
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 657 |
| AUM (Assets Under Management) | $ 113,069,712 |
Red Flags
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