Steven Weigandt
Principal and Wealth Management Advisor at Perspective Wealth Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Loveland, Colorado, United States, US
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Credentials
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Series 6
Financial Industry Regulatory Authority (FINRA) -
Series 63
Financial Industry Regulatory Authority (FINRA) -
Series 7
FINRA
Experience
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Perspective Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Principal and Wealth Management Advisor
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Mar 2014 - Present
Our approach brings into focus the core tenets of a wholistic financial plan, addresses pain points, and finds answers to the complex questions that our clients often encounter. We believe in the importance of taking great care of the time and resources we have been given and we hope to empower our clients to do the same. We gravitate towards the legacy-minded and forward-thinking individuals that are motivated by generating purposeful wealth and stewarding it for their families, businesses, and community. Show less
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Owner
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Apr 2004 - Feb 2022
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High Plains Cattle Supply
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United States
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Ranching
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1 - 100 Employee
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Sales Representative
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Jan 2012 - Aug 2013
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Education
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University of Northern Colorado
Bachelor of Business Administration (B.B.A.), Finance, General
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