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 is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B 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 Registrations43 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.
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