Stephen Brubaker is a CFP-designated registered investment advisor, based in Englewood, CO, with 18 years of industry experience.
Location
116 Iverness Dr East, Suite 430, Englewood, CO, 80112
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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
Stephen is a financial advisor with Exit Retirement Strategies Inc and an Investment Advisor Representative with Kestra Advisory Services, LLC, dedicating nearly all of his time to these activities. He also holds positions at EBSI, ERSI Wealth Management (offering insurance services), The Ameriflex Group, and is involved in non-investment related activities such as being an executor, softball coach, and golf committee member.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
State Registrations29 states
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