Dennis Lefevre
Dennis Lefevre is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 24 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6760 Corporate Drive, Suite 100 Room 106, Colorado Springs, CO, 80919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis is a financial consultant at Everence, providing investment, financial planning, insurance (med-supp, fixed annuities, life, long-term care), and charitable planning services, dedicating about 10-20% of his time. He also owns rental property, is a bookkeeper for a pottery business owned by his spouse, serves as a board member/treasurer for a camp, and has power of attorney for his mother.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Everence Trust Company
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations33 states
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