Stephen Patterson is a ChFC-designated registered investment advisor, based in Windsor, CO, with 15 years of industry experience.
Location
1230 W Ash St, Unit C, Windsor, CO, 80550
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a partner at Rocky Mountain Wealth Advisors, providing investment management and advisory services, dedicating about two-fifths of his time to this role. He is also a 50% partner in Payter Properties LLC, a holding company for investment property, spending minimal time on this activity.
Employment History
Current Registrations
Dfpg Investments, LLCBroker
Diversify Advisory Services, LLC
Dfpg Investments, LLC
Previous Registrations
Dfpg Investments, LLC
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Bfc Planning, INC.
Securities Management & Research, INC.Broker
State Registrations5 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.