SD
Stephan B. Dickens-greenaway
ELE ADVISORY SERVICES,
Centennial, CO 80112
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CRD#: 7879154
SD
Professional summary
Stephan Benjamin Dickens-greenaway, who also goes by Stephan Dickens, is a registered financial advisor currently at ELE ADVISORY SERVICES, INC located in Centennial, Colorado.
Stephan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Stephan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stephan Dickens
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. Owner: WealthFit LLC. Location: 4860 Chambers Road #138, Denver, CO 30239. This business works with the youth/athletic client market, creating tailored fitness plans for individuals, small groups, and teams. As a hybrid, it aids financial literacy by providing educational seminars and one-on-one consultations with small business owners and individuals. Started: 3/2021. Hours/Month: 120, 40 hours during trading hours are investment-related. 2. Independent Insurance Agent: 1st Consumer Agency. Location: 12200 E. Briarwood Ave Suite 165 Centennial, CO 80112. Write and design individual insurance policies and insurance inside retirement plans. Started: 01/2017. Hours/Month: 120, 40 hours during trading hours are non-investment related. 3. Pension Consultant, Financial Wealth Solutions, Inc. Location: 12200 E. Briarwood Ave Suite 165 Centennial, CO 80112. Administrative and logistic duties to maintain compliance with the retirement plans sold, paperwork filings, and plan design. Started: 01/2017 Hours/Month: 120, 40 hours during trading hours are investment related. 4. Owner, WealthFit Marketing. Location: 17799 E Purdue Place, Aurora, CO 80013. This business is targeted to help small business owners generate leads through content creation and funneling strategies. Started: 05/2022. Hours/Month: 0, 0 hours during trading hours are non-investment-related. Reserved for future use.
CRS (Client Relationship Summary) - RIA
Click below to view Stephan Benjamin Dickens-greenaway'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®
NoneExperience
Current
March 6, 2024 - Present
ELE ADVISORY SERVICES, INC
Office #1: 12200 East Briarwood Avenue Suite 165, Centennial, CO 80112RIA
CRD#: 148228
Centennial, 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".
EA
ELE ADVISORY SERVICES, INC
ELE ADVISORY SERVICES, INC | ELE ADVISORY SERVICES, LLC
CRD#: 148228 / SEC#: 801-117442
RIA
Registered Investment Advisory firm - (2/10/2020 Approved)Alabama
Registered Investment Advisory firm - (2/21/2020 Terminated)California
Registered Investment Advisory firm - (3/22/2020 Terminated)Florida
Registered Investment Advisory firm - (2/21/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/27/2020 Terminated)Louisiana
Registered Investment Advisory firm - (3/2/2020 Terminated)Michigan
Registered Investment Advisory firm - (2/24/2020 Terminated)Mississippi
Registered Investment Advisory firm - (2/21/2020 Terminated)Tennessee
Registered Investment Advisory firm - (2/26/2020 Terminated)Texas
Registered Investment Advisory firm - (2/21/2020 Terminated)Utah
Registered Investment Advisory firm - (2/24/2020 Terminated)Virginia
Registered Investment Advisory firm - (2/21/2020 Terminated)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(3/6/2024)
Current Firm
EA
ELE ADVISORY SERVICES, INC
ELE ADVISORY SERVICES, INC | ELE ADVISORY SERVICES, LLC
CRD#: 148228 / SEC#: 801-117442
RIA
Registered Investment Advisory firm - (2/10/2020 Approved)Alabama
Registered Investment Advisory firm - (2/21/2020 Terminated)California
Registered Investment Advisory firm - (3/22/2020 Terminated)Florida
Registered Investment Advisory firm - (2/21/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/27/2020 Terminated)Louisiana
Registered Investment Advisory firm - (3/2/2020 Terminated)Michigan
Registered Investment Advisory firm - (2/24/2020 Terminated)Mississippi
Registered Investment Advisory firm - (2/21/2020 Terminated)Tennessee
Registered Investment Advisory firm - (2/26/2020 Terminated)Texas
Registered Investment Advisory firm - (2/21/2020 Terminated)Utah
Registered Investment Advisory firm - (2/24/2020 Terminated)Virginia
Registered Investment Advisory firm - (2/21/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
18700 W. 10 Mile Road Suite 100, Southfield, MI 48075
Mailing Address
Phone number
(248) 356-6555
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,401 |
| AUM (Assets Under Management) | $ 125,500,125 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
