Steve Durman
Steve Durman is a registered investment advisor at Wells Fargo Advisors, based in Colorado Springs, CO, with 31 years of industry experience. Steve is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
102 S Tejon St Ste 1000, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2021Customer Dispute
August 2016Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Salomon Smith Barney INC.Broker
A. G. Edwards & Sons, INC.Broker
Wm Financial Services, INC.Broker
Asb Financial ServicesBroker
Great Western Financial Securities CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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