Stephanie Green
Stephanie Green is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 10 years of industry experience. Stephanie 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
1980 Dominion Way, Suite 101, Colorado Springs, CO, 80918
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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
Stephanie is the President and Financial Advisor at Spencer Financial Services, Inc. She also co-owns Green Wealth Management LLC and Green Building Management LLC, and sells fixed insurance products including life, health, disability, annuities, and long-term care.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations40 states
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